Simplex Trading’s Compañía de Cervecerías Unidas CCU Stock Holding History

Simplex Trading’s Portfolio CCU Stock Details CCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.2K	Buy	4,600 +300	+7%	+$4K	﹤0.01%	5833
2025 Q4	$54.9K	Buy	4,300 +400	+10%	+$5.06K	﹤0.01%	5582
2025 Q3	$47K	Sell	3,900 -1,600	-29%	-$19.6K	﹤0.01%	6509
2025 Q2	$71K	Buy	+5,500	New	+$78.3K	﹤0.01%	5565
2025 Q1	–	Sell	-300	Closed	-$3K	–	8608
2024 Q4	$3K	Sell	300 -600	-67%	-$6.77K	﹤0.01%	7840
2024 Q3	$10K	Buy	+900	New	+$10.1K	﹤0.01%	7172
2024 Q2	–	Sell	-2,300	Closed	-$27K	–	8858
2024 Q1	$27K	Sell	2,300 -100	-4%	-$1.2K	﹤0.01%	6831
2023 Q4	$30K	Buy	+2,400	New	+$29K	﹤0.01%	6558
2023 Q3	–	Sell	-500	Closed	-$8K	–	8742
2023 Q2	$8K	Buy	500 +300	+150%	+$4.78K	﹤0.01%	7566
2023 Q1	$3K	Buy	+200	New	+$2.99K	﹤0.01%	8282

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

BDLIB

Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg $3.34B AUM 11.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Simplex Trading's CCU Position: Q1 2026 in Review

Simplex Trading reduced its Compañía de Cervecerías Unidas (CCU) stake by 52% in Q1 2026, selling an estimated $37.2K and leaving 2,540 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6431.

Simplex Trading first reported a position in CCU in Q1 2023 and has held it in 11 quarters since. The position peaked at $73K in Q3 2025. 78 funds tracked by Wall St. Rank hold CCU as of Q1 2026.

Simplex Trading held 2,540 shares of Compañía de Cervecerías Unidas worth $28.8K as of Q1 2026.
Simplex Trading sold 2,791 Compañía de Cervecerías Unidas shares in Q1 2026, an estimated $37.2K.
Compañía de Cervecerías Unidas made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6431 holding.
Simplex Trading first reported a position in Compañía de Cervecerías Unidas in Q1 2023 and has held it in 11 quarters since.
Simplex Trading's Compañía de Cervecerías Unidas position peaked at $73K in Q3 2025.
78 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.