Vanguard Capital Wealth Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

Vanguard Capital Wealth Advisors’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	$144K	Sell	12,664 -56,459	-82%	-$752K	0.13%	110
2025 Q4	$882K	Buy	+69,123	New	+$874K	0.71%	31

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

Vanguard Capital Wealth Advisors's CCU Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors reduced its Compañía de Cervecerías Unidas (CCU) stake by 82% in Q1 2026, selling an estimated $752K and leaving 12,664 shares worth $144K. The position accounts for 0.13% of the portfolio, ranked #110.

Vanguard Capital Wealth Advisors first reported a position in CCU in Q4 2025 and has held it in 2 quarters since. The position peaked at $882K in Q4 2025. 78 funds tracked by Wall St. Rank hold CCU as of Q1 2026.

Vanguard Capital Wealth Advisors held 12,664 shares of Compañía de Cervecerías Unidas worth $144K as of Q1 2026.
Vanguard Capital Wealth Advisors sold 56,459 Compañía de Cervecerías Unidas shares in Q1 2026, an estimated $752K.
Compañía de Cervecerías Unidas made up 0.13% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #110 holding.
Vanguard Capital Wealth Advisors first reported a position in Compañía de Cervecerías Unidas in Q4 2025 and has held it in 2 quarters since.
Vanguard Capital Wealth Advisors's Compañía de Cervecerías Unidas position peaked at $882K in Q4 2025.
78 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.