Position in CCU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,520
+$2,135 QoQ
Shares Held
225
+561.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 81 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCU Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026ASSETMARK, INC holds $15,546,448 across 6 Beverages - Brewers names. CCU ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMX |
Mexican Economic Development Inc
|
47,018 | $6,013,602 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
55,722 | $4,591,492 | |
| 3 | ABEV |
Ambev S.A.
|
1,214,785 | $3,814,424 | |
| 4 | STZ |
Constellation Brands, Inc.
|
8,051 | $1,119,813 | |
| 5 | TAP |
Molson Coors Beverage Co
|
118 | $4,597 | |
| 6 | CCU |
United Breweries Co Inc
This page
|
225 | $2,520 |
All Filings in CCU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,520 | 225 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $385 | 34 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,301 | 102 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $266 | 22 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $839 | 65 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $501 | 33 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $373 | 33 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $383 | 33 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $375 | 33 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $395 | 33 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $413 | 33 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $793 | 63 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,022 | 63 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,672 | 107 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,033 | 155 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $492,365 | 45,674 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $552,461 | 43,742 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $611,086 | 40,848 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $347,448 | 21,173 | Shares | Sole | 2022-02-14 | |
| 2020-06-30 | $5,427 | 379 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $9,004 | 673 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||