Root Financial Partners
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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
Q3 		$109K Buy
+1,485
New +$119K ﹤0.01% 698
2026
Q2 		– Sell
-118
Closed -$8.19K – 820
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 $187B AUM 13.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Seafarer Capital Partners
Seafarer Capital Partners Larkspur, California $369M AUM 26.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Root Financial Partners's BUD Position: Q3 2026 in Review

Root Financial Partners opened a new position in AB InBev (BUD) in Q3 2026: 1,485 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BUD as recently as Q1 2026.

Root Financial Partners first reported a position in BUD in Q3 2025 and has held it in 4 quarters since. 504 funds tracked by Wall St. Rank hold BUD as of Q3 2026.

  • Root Financial Partners held 1,485 shares of AB InBev worth $109K as of Q3 2026.
  • AB InBev was a new Root Financial Partners position in Q3 2026.
  • AB InBev made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #698 holding.
  • Root Financial Partners first reported a position in AB InBev in Q3 2025 and has held it in 4 quarters since.
  • 504 funds tracked by Wall St. Rank held AB InBev as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.