Wellington Management Group
CCU icon

Wellington Management Group’s Compañía de Cervecerías Unidas CCU Stock Holding History

Wellington Management Group’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
Q2 		$34.7M Buy
3,097,226
+5,698
+0.2% +$66.2K 0.01% 853
2026
Q1 		$35.1M Buy
3,091,528
+674,315
+28% +$8.98M 0.01% 836
2025
Q4 		$30.8M Sell
2,417,213
-43,999
-2% -$557K 0.01% 880
2025
Q3 		$29.8M Buy
2,461,212
+526,665
+27% +$6.44M 0.01% 880
2025
Q2 		$25M Sell
1,934,547
-10,136
-0.5% -$144K ﹤0.01% 889
2025
Q1 		$29.6M Sell
1,944,683
-34,782
-2% -$459K 0.01% 836
2024
Q4 		$22.4M Buy
1,979,465
+87,318
+5% +$986K ﹤0.01% 943
2024
Q3 		$22M Buy
1,892,147
+39,971
+2% +$447K ﹤0.01% 925
2024
Q2 		$21.1M Buy
1,852,176
+115,822
+7% +$1.42M ﹤0.01% 941
2024
Q1 		$20.8M Buy
1,736,354
+1,206,279
+228% +$14.4M ﹤0.01% 935
2023
Q4 		$6.65M Buy
530,075
+19,881
+4% +$240K ﹤0.01% 1225
2023
Q3 		$6.43M Buy
510,194
+24,908
+5% +$379K ﹤0.01% 1217
2023
Q2 		$7.88M Sell
485,286
-238,782
-33% -$3.81M ﹤0.01% 1167
2023
Q1 		$11.3M Buy
724,068
+83,916
+13% +$1.26M ﹤0.01% 1069
2022
Q4 		$8.4M Buy
640,152
+63,436
+11% +$730K ﹤0.01% 1132
2022
Q3 		$6.22M Buy
+576,716
New +$6.38M ﹤0.01% 1226
2019
Q4 		– Sell
-60,056
Closed -$1.33M – 2021
2019
Q3 		$1.33M Sell
60,056
-118,478
-66% -$2.99M ﹤0.01% 1677
2019
Q2 		$5.04M Buy
178,534
+103,160
+137% +$2.84M ﹤0.01% 1374
2019
Q1 		$2.22M Sell
75,374
-19,619
-21% -$547K ﹤0.01% 1594
2018
Q4 		$2.39M Buy
+94,993
New +$2.46M ﹤0.01% 1587
2016
Q1 		– Sell
-445,403
Closed -$9.65M – 2126
2015
Q4 		$9.65M Buy
+445,403
New +$10.3M ﹤0.01% 1175
2013
Q4 		– Sell
-14,000
Closed -$373K – 2160
2013
Q3 		$373K Buy
+14,000
New +$388K ﹤0.01% 2031

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $172M AUM
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group's CCU Position: Q2 2026 in Review

Wellington Management Group increased its Compañía de Cervecerías Unidas (CCU) stake by 0.18% in Q2 2026, buying an estimated $66.2K and bringing the position to 3,097,226 shares worth $34.7M. The position accounts for 0.01% of the portfolio, ranked #853.

Wellington Management Group first reported a position in CCU in Q3 2013 and has held it in 22 quarters since. The position peaked at $35.1M in Q1 2026. 81 funds tracked by Wall St. Rank hold CCU as of Q2 2026.

  • Wellington Management Group held 3,097,226 shares of Compañía de Cervecerías Unidas worth $34.7M as of Q2 2026.
  • Wellington Management Group bought 5,698 Compañía de Cervecerías Unidas shares in Q2 2026, an estimated $66.2K.
  • Compañía de Cervecerías Unidas made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #853 holding.
  • Wellington Management Group first reported a position in Compañía de Cervecerías Unidas in Q3 2013 and has held it in 22 quarters since.
  • Wellington Management Group's Compañía de Cervecerías Unidas position peaked at $35.1M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.