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EverSource Wealth Advisors’s AB InBev BUD Stock Holding History

EverSource Wealth Advisors’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 		$268K Sell
3,248
-1,214
-27% -$95.5K 0.01% 861
2026
Q1 		$310K Buy
4,462
+1,508
+51% +$109K 0.01% 831
2025
Q4 		$189K Buy
2,954
+380
+15% +$23.6K 0.01% 973
2025
Q3 		$153K Buy
2,574
+344
+15% +$21.6K 0.01% 1049
2025
Q2 		$153K Buy
2,230
+591
+36% +$39.7K 0.01% 986
2025
Q1 		$101K Sell
1,639
-2,414
-60% -$132K 0.01% 908
2024
Q4 		$203K Buy
4,053
+1,786
+79% +$103K 0.01% 649
2024
Q3 		$150K Buy
2,267
+28
+1% +$1.73K 0.01% 653
2024
Q2 		$133K Buy
2,239
+492
+28% +$30.1K 0.01% 700
2024
Q1 		$104K Buy
1,747
+64
+4% +$4K 0.01% 686
2023
Q4 		$109K Sell
1,683
-9,063
-84% -$536K 0.01% 609
2023
Q3 		$594K Sell
10,746
-439
-4% -$24.9K 0.06% 210
2023
Q2 		$634K Buy
11,185
+8,661
+343% +$524K 0.07% 205
2023
Q1 		$168K Buy
2,524
+116
+5% +$7.01K 0.02% 403
2022
Q4 		$145K Sell
2,408
-473
-16% -$25.4K 0.02% 416
2022
Q3 		$130K Sell
2,881
-363
-11% -$18.8K 0.03% 365
2022
Q2 		$175K Buy
3,244
+808
+33% +$45.4K 0.05% 274
2022
Q1 		$147K Buy
2,436
+1,746
+253% +$108K 0.04% 284
2021
Q4 		$42K Buy
+690
New +$40.1K 0.01% 457

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

EverSource Wealth Advisors's BUD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AB InBev (BUD) stake by 27% in Q2 2026, selling an estimated $95.5K and leaving 3,248 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #861.

EverSource Wealth Advisors first reported a position in BUD in Q4 2021 and has held it in 19 quarters since. The position peaked at $634K in Q2 2023. 612 funds tracked by Wall St. Rank hold BUD as of Q2 2026.

  • EverSource Wealth Advisors held 3,248 shares of AB InBev worth $268K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,214 AB InBev shares in Q2 2026, an estimated $95.5K.
  • AB InBev made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #861 holding.
  • EverSource Wealth Advisors first reported a position in AB InBev in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's AB InBev position peaked at $634K in Q2 2023.
  • 612 funds tracked by Wall St. Rank held AB InBev as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.