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Concord Wealth Partners’s AB InBev BUD Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-18
Closed -$901 – 837
2024
Q4 		$901 Hold
18
– – ﹤0.01% 811
2024
Q3 		$1.19K Buy
+18
New +$1.11K ﹤0.01% 805

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Concord Wealth Partners's BUD Position: Q1 2025 in Review

Concord Wealth Partners sold out of AB InBev (BUD) in Q1 2025, closing a stake of 18 shares — an estimated $901 sold.

Concord Wealth Partners first reported a position in BUD in Q3 2024 and held it in 2 quarters. The position peaked at $1.19K in Q3 2024. 497 funds tracked by Wall St. Rank hold BUD as of Q1 2025.

  • Concord Wealth Partners reported no remaining AB InBev position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 18 AB InBev shares in Q1 2025, an estimated $901.
  • Concord Wealth Partners first reported a position in AB InBev in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's AB InBev position peaked at $1.19K in Q3 2024.
  • 497 funds tracked by Wall St. Rank held AB InBev as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.