Montecito Bank & Trust
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Montecito Bank & Trust’s AB InBev BUD Stock Holding History

Montecito Bank & Trust’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
Q3 		– Sell
-2,715
Closed -$224K – 273
2026
Q2 		$224K Buy
+2,715
New +$214K 0.03% 259
2017
Q1 		– Sell
-683
Closed -$72K – 209
2016
Q4 		$72K Buy
+683
New +$76.6K 0.03% 258

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Fidelity Investments
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Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Seafarer Capital Partners
Seafarer Capital Partners Larkspur, California $369M AUM 26.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Montecito Bank & Trust's BUD Position: Q3 2026 in Review

Montecito Bank & Trust sold out of AB InBev (BUD) in Q3 2026, closing a stake of 2,715 shares — an estimated $224K sold.

Montecito Bank & Trust first reported a position in BUD in Q4 2016 and held it in 2 quarters. The position peaked at $224K in Q2 2026. 370 funds tracked by Wall St. Rank hold BUD as of Q3 2026.

  • Montecito Bank & Trust reported no remaining AB InBev position as of Q3 2026 after selling out during the quarter.
  • Montecito Bank & Trust sold 2,715 AB InBev shares in Q3 2026, an estimated $224K.
  • Montecito Bank & Trust first reported a position in AB InBev in Q4 2016 and held it in 2 quarters.
  • Montecito Bank & Trust's AB InBev position peaked at $224K in Q2 2026.
  • 370 funds tracked by Wall St. Rank held AB InBev as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.