Balanced Rock Investment Advisors’s AB InBev BUD Stock Holding History

Balanced Rock Investment Advisors’s Portfolio BUD Stock Details BUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$633K	Sell	9,126 -59	-0.6%	-$4.26K	0.44%	49
2025 Q4	$588K	Buy	9,185 +130	+1%	+$8.07K	0.42%	50
2025 Q3	$540K	Buy	9,055 +553	+7%	+$34.8K	0.39%	55
2025 Q2	$584K	Sell	8,502 -112	-1%	-$7.52K	0.46%	45
2025 Q1	$530K	Buy	8,614 +54	+0.6%	+$2.95K	0.42%	40
2024 Q4	$429K	Buy	8,560 +361	+4%	+$20.9K	0.34%	58
2024 Q3	$544K	Sell	8,199 -30	-0.4%	-$1.85K	0.43%	43
2024 Q2	$479K	Buy	8,229 +39	+0.5%	+$2.39K	0.4%	48
2024 Q1	$498K	Sell	8,190 -332	-4%	-$20.8K	0.42%	49
2023 Q4	$551K	Buy	+8,522	New	+$504K	0.49%	51

Other funds holding BUD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Balanced Rock Investment Advisors's BUD Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its AB InBev (BUD) stake by 0.64% in Q1 2026, selling an estimated $4.26K and leaving 9,126 shares worth $633K. The position accounts for 0.44% of the portfolio, ranked #49.

Balanced Rock Investment Advisors first reported a position in BUD in Q4 2023 and has held it in 10 quarters since. 544 funds tracked by Wall St. Rank hold BUD as of Q1 2026.

Balanced Rock Investment Advisors held 9,126 shares of AB InBev worth $633K as of Q1 2026.
Balanced Rock Investment Advisors sold 59 AB InBev shares in Q1 2026, an estimated $4.26K.
AB InBev made up 0.44% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #49 holding.
Balanced Rock Investment Advisors first reported a position in AB InBev in Q4 2023 and has held it in 10 quarters since.
544 funds tracked by Wall St. Rank held AB InBev as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.