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Root Financial Partners’s AB InBev BUD Stock Holding History

Root Financial Partners’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
Q1 		$8.19K Sell
118
-120
-50% -$8.66K ﹤0.01% 1758
2025
Q4 		$15.2K Sell
238
-34
-13% -$2.11K ﹤0.01% 1307
2025
Q3 		$16.2K Buy
+272
New +$17.1K ﹤0.01% 1221

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Root Financial Partners's BUD Position: Q1 2026 in Review

Root Financial Partners reduced its AB InBev (BUD) stake by 50% in Q1 2026, selling an estimated $8.66K and leaving 118 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Root Financial Partners first reported a position in BUD in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.2K in Q3 2025. 544 funds tracked by Wall St. Rank hold BUD as of Q1 2026.

  • Root Financial Partners held 118 shares of AB InBev worth $8.19K as of Q1 2026.
  • Root Financial Partners sold 120 AB InBev shares in Q1 2026, an estimated $8.66K.
  • AB InBev made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1758 holding.
  • Root Financial Partners first reported a position in AB InBev in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's AB InBev position peaked at $16.2K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held AB InBev as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.