Position in CCU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$124,835
-$52,954 QoQ
Shares Held
11,146
-28.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 81 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCU Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $43,365,009 across 7 Beverages - Brewers names. CCU ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
224,061 | $18,462,626 | |
| 2 | STZ |
Constellation Brands, Inc.
|
72,122 | $10,031,448 | |
| 3 | TAP |
Molson Coors Beverage Co
|
136,414 | $5,314,688 | |
| 4 | FMX |
Mexican Economic Development Inc
|
28,502 | $3,645,404 | |
| 5 | ABEV |
Ambev S.A.
|
1,146,398 | $3,599,688 | |
| 6 | SAM |
Boston Beer Co Inc
|
12,350 | $2,186,320 | |
| 7 | CCU |
United Breweries Co Inc
This page
|
11,146 | $124,835 |
All Filings in CCU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,835 | 11,146 | Shares | Sole | 2026-08-13 | |
| 2024-06-30 | $177,789 | 15,623 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $187,678 | 15,653 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $198,708 | 15,846 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $270,383 | 21,459 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $346,104 | 21,325 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $315,600 | 20,192 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $151,509 | 11,548 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||