Compass Wealth Management’s AB InBev BUD Stock Holding History

Compass Wealth Management’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	$807K	Buy	+9,794	New	+$770K	0.15%	100
2025 Q4	–	Sell	-9,809	Closed	-$585K	–	87
2025 Q3	$585K	Sell	9,809 -6,970	-42%	-$439K	0.13%	99
2025 Q2	$1.15M	Sell	16,779 -50,727	-75%	-$3.41M	0.27%	82
2025 Q1	$4.16M	Sell	67,506 -1,850	-3%	-$101K	1.06%	35
2024 Q4	$3.47M	Sell	69,356 -22,108	-24%	-$1.28M	0.84%	44
2024 Q3	$6.06M	Sell	91,464 -2,575	-3%	-$159K	1.43%	17
2024 Q2	$5.47M	Sell	94,039 -1,773	-2%	-$109K	1.35%	20
2024 Q1	$5.82M	Buy	95,812 +9,942	+12%	+$622K	1.46%	15
2023 Q4	$5.55M	Buy	85,870 +8,449	+11%	+$499K	1.55%	16
2023 Q3	$4.28M	Sell	77,421 -2,500	-3%	-$142K	1.34%	20
2023 Q2	$4.53M	Sell	79,921 -532	-0.7%	-$32.2K	1.37%	20
2023 Q1	$5.37M	Buy	80,453 +2,985	+4%	+$180K	1.71%	10
2022 Q4	$4.65M	Buy	+77,468	New	+$4.16M	1.52%	13

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

Compass Wealth Management's BUD Position: Q2 2026 in Review

Compass Wealth Management opened a new position in AB InBev (BUD) in Q2 2026: 9,794 shares worth $807K. The stake represents 0.15% of the portfolio and ranks #100 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in BUD as recently as Q3 2025.

Compass Wealth Management first reported a position in BUD in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.06M in Q3 2024. 616 funds tracked by Wall St. Rank hold BUD as of Q2 2026.

Compass Wealth Management held 9,794 shares of AB InBev worth $807K as of Q2 2026.
AB InBev was a new Compass Wealth Management position in Q2 2026.
AB InBev made up 0.15% of Compass Wealth Management's portfolio in Q2 2026, its #100 holding.
Compass Wealth Management first reported a position in AB InBev in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's AB InBev position peaked at $6.06M in Q3 2024.
616 funds tracked by Wall St. Rank held AB InBev as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.