Caldwell Trust’s AB InBev BUD Stock Holding History

Caldwell Trust’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 Q2	$1.34M	Buy	16,205 +3,394	+26%	+$267K	0.11%	150
2026 Q1	$889K	Buy	+12,811	New	+$925K	0.08%	172
2023 Q3	–	Sell	-55	Closed	-$3.12K	–	713
2023 Q2	$3.12K	Buy	+55	New	+$3.33K	﹤0.01%	704
2020 Q3	–	Sell	-41	Closed	-$2.02K	–	728
2020 Q2	$2.02K	Hold	41	–	–	﹤0.01%	732
2020 Q1	$1.81K	Hold	41	–	–	﹤0.01%	759
2019 Q4	$3.36K	Buy	+41	New	+$3.42K	﹤0.01%	766

Other funds holding BUD

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Caldwell Trust's BUD Position: Q2 2026 in Review

Caldwell Trust increased its AB InBev (BUD) stake by 26% in Q2 2026, buying an estimated $267K and bringing the position to 16,205 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #150.

Caldwell Trust first reported a position in BUD in Q4 2019 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold BUD as of Q2 2026.

Caldwell Trust held 16,205 shares of AB InBev worth $1.34M as of Q2 2026.
Caldwell Trust bought 3,394 AB InBev shares in Q2 2026, an estimated $267K.
AB InBev made up 0.11% of Caldwell Trust's portfolio in Q2 2026, its #150 holding.
Caldwell Trust first reported a position in AB InBev in Q4 2019 and has held it in 6 quarters since.
613 funds tracked by Wall St. Rank held AB InBev as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.