Seafarer Capital Partners’s Ambev ABEV Stock Holding History

Seafarer Capital Partners’s Portfolio ABEV Stock Details ABEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75.6M	Sell	24,069,000 -4,000,000	-14%	-$12.5M	17.42%	4
2026 Q1	$82M	Hold	28,069,000	–	–	18.81%	2
2025 Q4	$69.3M	Hold	28,069,000	–	–	18.01%	3
2025 Q3	$62.6M	Sell	28,069,000 -1,000,000	-3%	-$2.29M	17.85%	4
2025 Q2	$70.1M	Hold	29,069,000	–	–	19.13%	3
2025 Q1	$67.7M	Sell	29,069,000 -1,000,000	-3%	-$2M	21.94%	1
2024 Q4	$55.6M	Hold	30,069,000	–	–	21.15%	1
2024 Q3	$73.4M	Buy	30,069,000 +1,770,000	+6%	+$3.97M	20.99%	1
2024 Q2	$58M	Buy	28,299,000 +3,100,000	+12%	+$7.06M	19.8%	3
2024 Q1	$62.5M	Buy	25,199,000 +5,800,000	+30%	+$15.1M	18.27%	3
2023 Q4	$54.3M	Buy	19,399,000 +1,000,000	+5%	+$2.7M	14.68%	3
2023 Q3	$47.5M	Buy	18,399,000 +1,760,000	+11%	+$5.09M	15.25%	4
2023 Q2	$52.9M	Hold	16,639,000	–	–	16.06%	3
2023 Q1	$46.9M	Buy	16,639,000 +600,000	+4%	+$1.57M	17.58%	4
2022 Q4	$43.6M	Hold	16,039,000	–	–	19.23%	2
2022 Q3	$45.4M	Sell	16,039,000 -3,196,000	-17%	-$9.06M	21.81%	2
2022 Q2	$48.3M	Hold	19,235,000	–	–	20.89%	2
2022 Q1	$62.1M	Hold	19,235,000	–	–	27.32%	2
2021 Q4	$53.9M	Hold	19,235,000	–	–	30.08%	1
2021 Q3	$53.1M	Buy	19,235,000 +707,000	+4%	+$2.24M	27.65%	3
2021 Q2	$63.7M	Hold	18,528,000	–	–	30.7%	2
2021 Q1	$50.8M	Buy	18,528,000 +2,756,000	+17%	+$7.78M	38.82%	2
2020 Q4	$48.3M	Buy	15,772,000 +1,548,000	+11%	+$4.18M	34.07%	2
2020 Q3	$32.1M	Buy	+14,224,000	New	+$35.7M	23.29%	2

Other funds holding ABEV

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Seafarer Capital Partners's ABEV Position: Q2 2026 in Review

Seafarer Capital Partners reduced its Ambev (ABEV) stake by 14% in Q2 2026, selling an estimated $12.5M and leaving 24,069,000 shares worth $75.6M. The position accounts for 17.42% of the portfolio, ranked #4.

Seafarer Capital Partners first reported a position in ABEV in Q3 2020 and has held it in 24 quarters since. The position peaked at $82M in Q1 2026. 403 funds tracked by Wall St. Rank hold ABEV as of Q2 2026.

Seafarer Capital Partners held 24,069,000 shares of Ambev worth $75.6M as of Q2 2026.
Seafarer Capital Partners sold 4,000,000 Ambev shares in Q2 2026, an estimated $12.5M.
Ambev made up 17.42% of Seafarer Capital Partners's portfolio in Q2 2026, its #4 holding.
Seafarer Capital Partners first reported a position in Ambev in Q3 2020 and has held it in 24 quarters since.
Seafarer Capital Partners's Ambev position peaked at $82M in Q1 2026.
403 funds tracked by Wall St. Rank held Ambev as of Q2 2026.

Based on Seafarer Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.