PlanVest Financial’s AB InBev BUD Stock Holding History

PlanVest Financial’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	$8.24K	Hold	100	–	–	0.01%	421
2026 Q1	$6.94K	Buy	+100	New	+$7.22K	0.01%	411

Other funds holding BUD

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

PlanVest Financial's BUD Position: Q2 2026 in Review

PlanVest Financial held its AB InBev (BUD) position steady in Q2 2026 at 100 shares worth $8.24K. The position accounts for 0.01% of the portfolio, ranked #421.

PlanVest Financial first reported a position in BUD in Q1 2026 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold BUD as of Q2 2026.

PlanVest Financial held 100 shares of AB InBev worth $8.24K as of Q2 2026.
PlanVest Financial left its AB InBev share count unchanged in Q2 2026.
AB InBev made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #421 holding.
PlanVest Financial first reported a position in AB InBev in Q1 2026 and has held it in 2 quarters since.
598 funds tracked by Wall St. Rank held AB InBev as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.