Wellington Management Group
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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
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 $59B AUM 32.99% 1-Year Est. Return
DG
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group's CCU Position: Q1 2026 in Review

Wellington Management Group increased its Compañía de Cervecerías Unidas (CCU) stake by 28% in Q1 2026, buying an estimated $8.98M and bringing the position to 3,091,528 shares worth $35.1M. The position accounts for 0.01% of the portfolio, ranked #836.

Wellington Management Group first reported a position in CCU in Q3 2013 and has held it in 21 quarters since. 78 funds tracked by Wall St. Rank hold CCU as of Q1 2026.

  • Wellington Management Group held 3,091,528 shares of Compañía de Cervecerías Unidas worth $35.1M as of Q1 2026.
  • Wellington Management Group bought 674,315 Compañía de Cervecerías Unidas shares in Q1 2026, an estimated $8.98M.
  • Compañía de Cervecerías Unidas made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #836 holding.
  • Wellington Management Group first reported a position in Compañía de Cervecerías Unidas in Q3 2013 and has held it in 21 quarters since.
  • 78 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.