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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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Compass Wealth Management's BUD Position: Q4 2025 in Review

Compass Wealth Management sold out of AB InBev (BUD) in Q4 2025, closing a stake of 9,809 shares — an estimated $585K sold.

Compass Wealth Management first reported a position in BUD in Q4 2022 and held it in 12 quarters. The position peaked at $6.06M in Q3 2024. 533 funds tracked by Wall St. Rank hold BUD as of Q4 2025.

  • Compass Wealth Management reported no remaining AB InBev position as of Q4 2025 after selling out during the quarter.
  • Compass Wealth Management sold 9,809 AB InBev shares in Q4 2025, an estimated $585K.
  • Compass Wealth Management first reported a position in AB InBev in Q4 2022 and held it in 12 quarters.
  • Compass Wealth Management's AB InBev position peaked at $6.06M in Q3 2024.
  • 533 funds tracked by Wall St. Rank held AB InBev as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.