EverSource Wealth Advisors, LLC
Position in CCU — United Breweries Co Inc
CIK 1710537
BIRMINGHAM, AL
Position in CCU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,732
-$26,051 QoQ
Shares Held
244
-90.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 81 holders
Holding Since
Mar 2024
10 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, 2026EverSource Wealth Advisors, LLC holds $776,858 across 7 Beverages - Brewers names. CCU ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
3,248 | $267,631 | |
| 2 | TAP |
Molson Coors Beverage Co
|
5,412 | $210,849 | |
| 3 | FMX |
Mexican Economic Development Inc
|
977 | $124,955 | |
| 4 | STZ |
Constellation Brands, Inc.
|
749 | $104,176 | |
| 5 | SAM |
Boston Beer Co Inc
|
223 | $39,475 | |
| 6 | ABEV |
Ambev S.A.
|
8,612 | $27,040 | |
| 7 | CCU |
United Breweries Co Inc
This page
|
244 | $2,732 |
All Filings in CCU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,732 | 244 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28,783 | 2,536 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $27,930 | 2,189 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,560 | 2,109 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $41,769 | 3,233 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,632 | 239 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,019 | 90 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,849 | 503 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,757 | 506 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $959 | 80 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||