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Roehl & Yi Investment Advisors’s AB InBev BUD Stock Holding History

Roehl & Yi Investment Advisors’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
-3,559
Closed -$219K – 160
2025
Q1 		$219K Buy
+3,559
New +$195K 0.12% 143

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

Roehl & Yi Investment Advisors's BUD Position: Q2 2025 in Review

Roehl & Yi Investment Advisors sold out of AB InBev (BUD) in Q2 2025, closing a stake of 3,559 shares — an estimated $219K sold.

Roehl & Yi Investment Advisors first reported a position in BUD in Q1 2025 and held it in 1 quarter. The position peaked at $219K in Q1 2025. 512 funds tracked by Wall St. Rank hold BUD as of Q2 2025.

  • Roehl & Yi Investment Advisors reported no remaining AB InBev position as of Q2 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 3,559 AB InBev shares in Q2 2025, an estimated $219K.
  • Roehl & Yi Investment Advisors first reported a position in AB InBev in Q1 2025 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's AB InBev position peaked at $219K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held AB InBev as of Q2 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2025, filed 29 May 2026.