Montag & Associates’s AB InBev BUD Stock Holding History

Montag & Associates’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 Q1	–	Sell	-49	Closed	-$3.16K	–	948
2025 Q4	$3.16K	Buy	49 +32	+188%	+$1.99K	﹤0.01%	840
2025 Q3	$1.01K	Buy	+17	New	+$1.07K	﹤0.01%	1013
2024 Q2	–	Sell	-98	Closed	-$5.93K	–	984
2024 Q1	$5.93K	Sell	98 -823	-89%	-$51.5K	﹤0.01%	806
2023 Q4	$59.5K	Buy	921 +800	+661%	+$47.3K	﹤0.01%	547
2023 Q3	$6.69K	Hold	121	–	–	﹤0.01%	783
2023 Q2	$6.86K	Buy	121 +16	+15%	+$968	﹤0.01%	798
2023 Q1	$7.01K	Hold	105	–	–	﹤0.01%	786
2022 Q4	$6.3K	Sell	105 -1,406	-93%	-$75.5K	﹤0.01%	791
2022 Q3	$68K	Buy	1,511 +900	+147%	+$46.6K	﹤0.01%	489
2022 Q2	$33K	Hold	611	–	–	﹤0.01%	587
2022 Q1	$37K	Hold	611	–	–	﹤0.01%	601
2021 Q4	$37K	Hold	611	–	–	﹤0.01%	606
2021 Q3	$34K	Hold	611	–	–	﹤0.01%	611
2021 Q2	$44K	Hold	611	–	–	﹤0.01%	567
2021 Q1	$38K	Hold	611	–	–	﹤0.01%	588
2020 Q4	$43K	Buy	+611	New	+$38.6K	﹤0.01%	553

Other funds holding BUD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Montag & Associates's BUD Position: Q1 2026 in Review

Montag & Associates sold out of AB InBev (BUD) in Q1 2026, closing a stake of 49 shares — an estimated $3.16K sold.

Montag & Associates first reported a position in BUD in Q4 2020 and held it in 16 quarters. The position peaked at $68K in Q3 2022. 544 funds tracked by Wall St. Rank hold BUD as of Q1 2026.

Montag & Associates reported no remaining AB InBev position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 49 AB InBev shares in Q1 2026, an estimated $3.16K.
Montag & Associates first reported a position in AB InBev in Q4 2020 and held it in 16 quarters.
Montag & Associates's AB InBev position peaked at $68K in Q3 2022.
544 funds tracked by Wall St. Rank held AB InBev as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.