Penn Davis McFarland
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Penn Davis McFarland’s AB InBev BUD Stock Holding History

Penn Davis McFarland’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 		$35.3M Sell
480,416
-3,023
-0.6% -$242K 3.01% 13
2026
Q2 		$39.8M Sell
483,439
-1,825
-0.4% -$144K 3.55% 9
2026
Q1 		$33.7M Sell
485,264
-1,578
-0.3% -$114K 3.29% 10
2025
Q4 		$31.2M Buy
486,842
+22,748
+5% +$1.41M 2.99% 13
2025
Q3 		$27.7M Sell
464,094
-1,574
-0.3% -$99K 2.86% 14
2025
Q2 		$32M Sell
465,668
-5,043
-1% -$339K 3.6% 9
2025
Q1 		$29M Buy
470,711
+3,192
+0.7% +$175K 3.43% 10
2024
Q4 		$23.4M Buy
467,519
+118,686
+34% +$6.87M 2.55% 13
2024
Q3 		$23.1M Sell
348,833
-392
-0.1% -$24.2K 2.6% 15
2024
Q2 		$20.3M Sell
349,225
-613
-0.2% -$37.6K 3.14% 15
2024
Q1 		$21.3M Buy
349,838
+50,582
+17% +$3.16M 3.3% 16
2023
Q4 		$19.3M Buy
299,256
+3,754
+1% +$222K 3.29% 16
2023
Q3 		$16.3M Buy
295,502
+5,096
+2% +$289K 2.86% 17
2023
Q2 		$16.5M Buy
290,406
+7,629
+3% +$461K 2.93% 19
2023
Q1 		$18.9M Sell
282,777
-120
-0% -$7.25K 3.46% 16
2022
Q4 		$17M Sell
282,897
-1,674
-0.6% -$89.9K 3.33% 14
2022
Q3 		$12.9M Buy
284,571
+5,432
+2% +$281K 2.58% 18
2022
Q2 		$15.1M Sell
279,139
-3,022
-1% -$170K 2.83% 17
2022
Q1 		$16.9M Buy
282,161
+3,366
+1% +$208K 2.72% 18
2021
Q4 		$16.9M Buy
278,795
+6,483
+2% +$377K 2.86% 15
2021
Q3 		$15.4M Sell
272,312
-1,184
-0.4% -$74.3K 2.8% 17
2021
Q2 		$19.7M Buy
273,496
+519
+0.2% +$37.8K 3.45% 12
2021
Q1 		$17.2M Buy
272,977
+30,806
+13% +$1.99M 3.28% 14
2020
Q4 		$16.9M Sell
242,171
-3,252
-1% -$206K 3.63% 12
2020
Q3 		$13.2M Buy
245,423
+872
+0.4% +$48.3K 3.44% 14
2020
Q2 		$12.1M Buy
+244,551
New +$11.4M 3.27% 13

Other funds holding BUD

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Greenwood Capital Associates
Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Penn Davis McFarland's BUD Position: Q3 2026 in Review

Penn Davis McFarland reduced its AB InBev (BUD) stake by 0.63% in Q3 2026, selling an estimated $242K and leaving 480,416 shares worth $35.3M. The position accounts for 3.01% of the portfolio, ranked #13.

Penn Davis McFarland first reported a position in BUD in Q2 2020 and has held it in 26 quarters since. The position peaked at $39.8M in Q2 2026. 169 funds tracked by Wall St. Rank hold BUD as of Q3 2026.

  • Penn Davis McFarland held 480,416 shares of AB InBev worth $35.3M as of Q3 2026.
  • Penn Davis McFarland sold 3,023 AB InBev shares in Q3 2026, an estimated $242K.
  • AB InBev made up 3.01% of Penn Davis McFarland's portfolio in Q3 2026, its #13 holding.
  • Penn Davis McFarland first reported a position in AB InBev in Q2 2020 and has held it in 26 quarters since.
  • Penn Davis McFarland's AB InBev position peaked at $39.8M in Q2 2026.
  • 169 funds tracked by Wall St. Rank held AB InBev as of Q3 2026.

Based on Penn Davis McFarland's 13F filing for Q3 2026, filed 23 Oct 2026.