TriaGen Wealth Management’s AB InBev BUD Stock Holding History

TriaGen Wealth Management’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	-10,600	Closed	-$653K	–	177
2025 Q1	$653K	Sell	10,600 -100	-0.9%	-$5.47K	0.23%	87
2024 Q4	$536K	Sell	10,700 -200	-2%	-$11.6K	0.18%	102
2024 Q3	$723K	Hold	10,900	–	–	0.24%	86
2024 Q2	$634K	Hold	10,900	–	–	0.24%	88
2024 Q1	$663K	Sell	10,900 -100	-0.9%	-$6.26K	0.27%	82
2023 Q4	$711K	Hold	11,000	–	–	0.34%	71
2023 Q3	$608K	Sell	11,000 -100	-0.9%	-$5.67K	0.31%	74
2023 Q2	$630K	Sell	11,100 -100	-0.9%	-$6.05K	0.29%	85
2023 Q1	$747K	Sell	11,200 -500	-4%	-$30.2K	0.38%	70
2022 Q4	$702K	Sell	11,700 -300	-3%	-$16.1K	0.39%	69
2022 Q3	$542K	Sell	12,000 -200	-2%	-$10.4K	0.3%	83
2022 Q2	$658K	Hold	12,200	–	–	0.47%	62
2022 Q1	$733K	Sell	12,200 -500	-4%	-$30.8K	0.38%	77
2021 Q4	$769K	Sell	12,700 -500	-4%	-$29.1K	0.38%	78
2021 Q3	$744K	Sell	13,200 -100	-0.8%	-$6.28K	0.4%	80
2021 Q2	$838K	Hold	13,300	–	–	0.43%	76
2021 Q1	$836K	Hold	13,300	–	–	0.48%	65
2020 Q4	$930K	Buy	+13,300	New	+$841K	0.54%	62

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TriaGen Wealth Management's BUD Position: Q2 2025 in Review

TriaGen Wealth Management sold out of AB InBev (BUD) in Q2 2025, closing a stake of 10,600 shares — an estimated $653K sold.

TriaGen Wealth Management first reported a position in BUD in Q4 2020 and held it in 18 quarters. The position peaked at $930K in Q4 2020. 514 funds tracked by Wall St. Rank hold BUD as of Q2 2025.

TriaGen Wealth Management reported no remaining AB InBev position as of Q2 2025 after selling out during the quarter.
TriaGen Wealth Management sold 10,600 AB InBev shares in Q2 2025, an estimated $653K.
TriaGen Wealth Management first reported a position in AB InBev in Q4 2020 and held it in 18 quarters.
TriaGen Wealth Management's AB InBev position peaked at $930K in Q4 2020.
514 funds tracked by Wall St. Rank held AB InBev as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.