Stokes Family Office’s Compañía de Cervecerías Unidas CCU Stock Holding History

Stokes Family Office’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	$284K	Hold	25,000	–	–	0.03%	239
2025 Q4	$319K	Hold	25,000	–	–	0.03%	242
2025 Q3	$303K	Hold	25,000	–	–	0.03%	219
2025 Q2	$323K	Hold	25,000	–	–	0.03%	194
2025 Q1	$380K	Buy	25,000 +7,750	+45%	+$102K	0.04%	180
2024 Q4	$195K	Buy	+17,250	New	+$195K	0.02%	235

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

Stokes Family Office's CCU Position: Q1 2026 in Review

Stokes Family Office held its Compañía de Cervecerías Unidas (CCU) position steady in Q1 2026 at 25,000 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #239.

Stokes Family Office first reported a position in CCU in Q4 2024 and has held it in 6 quarters since. The position peaked at $380K in Q1 2025. 78 funds tracked by Wall St. Rank hold CCU as of Q1 2026.

Stokes Family Office held 25,000 shares of Compañía de Cervecerías Unidas worth $284K as of Q1 2026.
Stokes Family Office left its Compañía de Cervecerías Unidas share count unchanged in Q1 2026.
Compañía de Cervecerías Unidas made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #239 holding.
Stokes Family Office first reported a position in Compañía de Cervecerías Unidas in Q4 2024 and has held it in 6 quarters since.
Stokes Family Office's Compañía de Cervecerías Unidas position peaked at $380K in Q1 2025.
78 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.