Walter & Keenan Wealth Management’s AB InBev BUD Stock Holding History

Walter & Keenan 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
2023 Q3	–	Sell	-10,375	Closed	-$588K	–	140
2023 Q2	$588K	Sell	10,375 -115	-1%	-$6.96K	0.22%	95
2023 Q1	$700K	Hold	10,490	–	–	0.27%	86
2022 Q4	$630K	Hold	10,490	–	–	0.25%	79
2022 Q3	$474K	Sell	10,490 -500	-5%	-$25.9K	0.2%	90
2022 Q2	$593K	Buy	10,990 +2,000	+22%	+$112K	0.23%	84
2022 Q1	$540K	Hold	8,990	–	–	0.18%	92
2021 Q4	$544K	Hold	8,990	–	–	0.18%	95
2021 Q3	$507K	Hold	8,990	–	–	0.17%	100
2021 Q2	$647K	Sell	8,990 -910	-9%	-$66.4K	0.22%	87
2021 Q1	$622K	Buy	9,900 +500	+5%	+$32.3K	0.22%	89
2020 Q4	$657K	Buy	+9,400	New	+$595K	0.24%	84

Other funds holding BUD

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Walter & Keenan Wealth Management's BUD Position: Q3 2023 in Review

Walter & Keenan Wealth Management sold out of AB InBev (BUD) in Q3 2023, closing a stake of 10,375 shares — an estimated $588K sold.

Walter & Keenan Wealth Management first reported a position in BUD in Q4 2020 and held it in 11 quarters. The position peaked at $700K in Q1 2023. 479 funds tracked by Wall St. Rank hold BUD as of Q3 2023.

Walter & Keenan Wealth Management reported no remaining AB InBev position as of Q3 2023 after selling out during the quarter.
Walter & Keenan Wealth Management sold 10,375 AB InBev shares in Q3 2023, an estimated $588K.
Walter & Keenan Wealth Management first reported a position in AB InBev in Q4 2020 and held it in 11 quarters.
Walter & Keenan Wealth Management's AB InBev position peaked at $700K in Q1 2023.
479 funds tracked by Wall St. Rank held AB InBev as of Q3 2023.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2023, filed 20 Oct 2023.