WR Wealth Planners’s AB InBev BUD Stock Holding History

WR Wealth Planners’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
2024 Q4	$73.1K	Sell	1,460 -2,198	-60%	-$127K	0.02%	278
2024 Q3	$242K	Buy	3,658 +700	+24%	+$43.2K	0.07%	159
2024 Q2	$172K	Buy	2,958 +351	+13%	+$21.5K	0.05%	186
2024 Q1	$158K	Buy	+2,607	New	+$163K	0.05%	205
2023 Q4	–	Sell	-118	Closed	-$6.53K	–	263
2023 Q3	$6.53K	Sell	118 -4	-3%	-$227	﹤0.01%	634
2023 Q2	$6.92K	Hold	122	–	–	﹤0.01%	629
2023 Q1	$8.14K	Buy	122 +97	+388%	+$5.86K	﹤0.01%	601
2022 Q4	$1.5K	Hold	25	–	–	﹤0.01%	408
2022 Q3	$1.13K	Sell	25 -18	-42%	-$932	﹤0.01%	418
2022 Q2	$2.32K	Hold	43	–	–	﹤0.01%	409
2022 Q1	$2.58K	Buy	+43	New	+$2.65K	﹤0.01%	412

Other funds holding BUD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's BUD Position: Q4 2024 in Review

WR Wealth Planners reduced its AB InBev (BUD) stake by 60% in Q4 2024, selling an estimated $127K and leaving 1,460 shares worth $73.1K. The position accounts for 0.02% of the portfolio, ranked #278.

WR Wealth Planners first reported a position in BUD in Q1 2022 and has held it in 11 quarters since. The position peaked at $242K in Q3 2024. 483 funds tracked by Wall St. Rank hold BUD as of Q4 2024.

WR Wealth Planners held 1,460 shares of AB InBev worth $73.1K as of Q4 2024.
WR Wealth Planners sold 2,198 AB InBev shares in Q4 2024, an estimated $127K.
AB InBev made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #278 holding.
WR Wealth Planners first reported a position in AB InBev in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's AB InBev position peaked at $242K in Q3 2024.
483 funds tracked by Wall St. Rank held AB InBev as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.