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Congress Wealth Management’s AB InBev BUD Stock Holding History

Congress 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
Q2 		$695K Sell
10,110
-529
-5% -$35.5K 0.01% 819
2025
Q1 		$655K Buy
10,639
+5,361
+102% +$293K 0.01% 738
2024
Q4 		$264K Buy
5,278
+2,070
+65% +$120K ﹤0.01% 794
2024
Q3 		$213K Buy
+3,208
New +$198K ﹤0.01% 806

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Congress Wealth Management's BUD Position: Q2 2025 in Review

Congress Wealth Management reduced its AB InBev (BUD) stake by 5% in Q2 2025, selling an estimated $35.5K and leaving 10,110 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #819.

Congress Wealth Management first reported a position in BUD in Q3 2024 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold BUD as of Q2 2025.

  • Congress Wealth Management held 10,110 shares of AB InBev worth $695K as of Q2 2025.
  • Congress Wealth Management sold 529 AB InBev shares in Q2 2025, an estimated $35.5K.
  • AB InBev made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #819 holding.
  • Congress Wealth Management first reported a position in AB InBev in Q3 2024 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held AB InBev as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.