Seafarer Capital Partners’s AB InBev BUD Stock Holding History

Seafarer Capital 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 Q2	$85.2M	Hold	1,034,000	–	–	19.63%	2
2026 Q1	$71.7M	Hold	1,034,000	–	–	16.46%	5
2025 Q4	$66.2M	Hold	1,034,000	–	–	17.2%	4
2025 Q3	$61.6M	Buy	1,034,000 +15,000	+1%	+$944K	17.58%	5
2025 Q2	$70M	Hold	1,019,000	–	–	19.12%	4
2025 Q1	$62.7M	Hold	1,019,000	–	–	20.32%	2
2024 Q4	$51M	Sell	1,019,000 -40,000	-4%	-$2.31M	19.4%	3
2024 Q3	$70.2M	Buy	1,059,000 +107,000	+11%	+$6.6M	20.08%	2
2024 Q2	$55.4M	Hold	952,000	–	–	18.9%	5
2024 Q1	$57.9M	Buy	952,000 +160,000	+20%	+$10M	16.92%	5
2023 Q4	$51.2M	Buy	792,000 +60,000	+8%	+$3.55M	13.83%	5
2023 Q3	$40.5M	Hold	732,000	–	–	13%	6
2023 Q2	$41.5M	Hold	732,000	–	–	12.6%	6
2023 Q1	$48.8M	Hold	732,000	–	–	18.3%	2
2022 Q4	$43.9M	Hold	732,000	–	–	19.38%	1
2022 Q3	$33.1M	Buy	732,000 +8,000	+1%	+$414K	15.89%	4
2022 Q2	$39.1M	Buy	+724,000	New	+$40.7M	16.9%	4

Other funds holding BUD

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Seafarer Capital Partners held its AB InBev (BUD) position steady in Q2 2026 at 1,034,000 shares worth $85.2M. The position accounts for 19.63% of the portfolio, ranked #2.

Seafarer Capital Partners first reported a position in BUD in Q2 2022 and has held it in 17 quarters since. 612 funds tracked by Wall St. Rank hold BUD as of Q2 2026.

Seafarer Capital Partners held 1,034,000 shares of AB InBev worth $85.2M as of Q2 2026.
Seafarer Capital Partners left its AB InBev share count unchanged in Q2 2026.
AB InBev made up 19.63% of Seafarer Capital Partners's portfolio in Q2 2026, its #2 holding.
Seafarer Capital Partners first reported a position in AB InBev in Q2 2022 and has held it in 17 quarters since.
612 funds tracked by Wall St. Rank held AB InBev as of Q2 2026.

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