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Poehling Capital Management’s AB InBev BUD Stock Holding History

Poehling Capital Management’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
2025
Q2 		– Sell
-10,895
Closed -$671K – 136
2025
Q1 		$671K Sell
10,895
-154
-1% -$8.42K 0.17% 85
2024
Q4 		$553K Buy
11,049
+2,839
+35% +$164K 0.14% 92
2024
Q3 		$544K Sell
8,210
-33
-0.4% -$2.04K 0.14% 91
2024
Q2 		$479K Sell
8,243
-938
-10% -$57.5K 0.13% 93
2024
Q1 		$558K Sell
9,181
-24
-0.3% -$1.5K 0.15% 86
2023
Q4 		$595K Sell
9,205
-128
-1% -$7.56K 0.19% 80
2023
Q3 		$516K Buy
9,333
+81
+0.9% +$4.59K 0.18% 83
2023
Q2 		$525K Buy
+9,252
New +$560K 0.18% 84
2023
Q1 		– Sell
-60,411
Closed -$3.63M – 124
2022
Q4 		$3.63M Buy
60,411
+8,175
+16% +$439K 1.36% 25
2022
Q3 		$2.36M Buy
+52,236
New +$2.71M 0.99% 29
2021
Q2 		– Sell
-34,884
Closed -$2.19M – 150
2021
Q1 		$2.19M Sell
34,884
-1,101
-3% -$71.1K 0.77% 50
2020
Q4 		$2.52M Sell
35,985
-1,723
-5% -$109K 1% 37
2020
Q3 		$2.03M Sell
37,708
-241
-0.6% -$13.3K 1.04% 35
2020
Q2 		$1.87M Buy
+37,949
New +$1.77M 1.01% 39
2019
Q2 		– Sell
-11,170
Closed -$938K – 104
2019
Q1 		$938K Buy
11,170
+800
+8% +$61.5K 0.68% 52
2018
Q4 		$682K Buy
10,370
+3,330
+47% +$255K 0.66% 46
2018
Q3 		$616K Buy
7,040
+1,070
+18% +$104K 0.44% 62
2018
Q2 		$602K Sell
5,970
-2,455
-29% -$244K 0.53% 51
2018
Q1 		$926K Buy
+8,425
New +$934K 0.75% 46

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Poehling Capital Management's BUD Position: Q2 2025 in Review

Poehling Capital Management sold out of AB InBev (BUD) in Q2 2025, closing a stake of 10,895 shares — an estimated $671K sold.

Poehling Capital Management first reported a position in BUD in Q1 2018 and held it in 19 quarters. The position peaked at $3.63M in Q4 2022. 512 funds tracked by Wall St. Rank hold BUD as of Q2 2025.

  • Poehling Capital Management reported no remaining AB InBev position as of Q2 2025 after selling out during the quarter.
  • Poehling Capital Management sold 10,895 AB InBev shares in Q2 2025, an estimated $671K.
  • Poehling Capital Management first reported a position in AB InBev in Q1 2018 and held it in 19 quarters.
  • Poehling Capital Management's AB InBev position peaked at $3.63M in Q4 2022.
  • 512 funds tracked by Wall St. Rank held AB InBev as of Q2 2025.

Based on Poehling Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.