Position in CCU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$297,001
-$10,969 QoQ
Shares Held
26,518
-2.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 81 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CCU Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026STEPHENS INC /AR/ holds $14,921,303 across 6 Beverages - Brewers names. CCU ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
66,413 | $9,237,384 | |
| 2 | TAP |
Molson Coors Beverage Co
|
88,422 | $3,444,921 | |
| 3 | FMX |
Mexican Economic Development Inc
|
7,040 | $900,416 | |
| 4 | ABEV |
Ambev S.A.
|
243,777 | $765,459 | |
| 5 | CCU |
United Breweries Co Inc
This page
|
26,518 | $297,001 | |
| 6 | BUD |
Anheuser-Busch InBev SA/NV
|
3,351 | $276,122 |
All Filings in CCU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,001 | 26,518 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $307,970 | 27,134 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $326,681 | 25,602 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $309,047 | 25,499 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $281,010 | 21,750 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $327,560 | 21,550 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $238,156 | 21,020 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $198,465 | 17,065 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $193,983 | 17,046 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $204,381 | 17,046 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $183,334 | 14,620 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $174,220 | 13,827 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $222,837 | 13,730 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||