Position in BUD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,462,626
+$6,149,035 QoQ
Shares Held
224,061
+26.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#44
of 611 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BUD Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $43,365,009 across 7 Beverages - Brewers names. BUD ranks #1 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
This page
|
224,061 | $18,462,626 | |
| 2 | STZ |
Constellation Brands, Inc.
|
72,122 | $10,031,448 | |
| 3 | TAP |
Molson Coors Beverage Co
|
136,414 | $5,314,688 | |
| 4 | FMX |
Mexican Economic Development Inc
|
28,502 | $3,645,404 | |
| 5 | ABEV |
Ambev S.A.
|
1,146,398 | $3,599,688 | |
| 6 | SAM |
Boston Beer Co Inc
|
12,350 | $2,186,320 | |
| 7 | CCU |
United Breweries Co Inc
|
11,146 | $124,835 |
All Filings in BUD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,462,626 | 224,061 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,313,591 | 177,506 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,449,309 | 131,938 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,367,777 | 106,824 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,426,295 | 108,066 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,294,714 | 86,009 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,292,703 | 65,762 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,443,882 | 67,037 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,026,177 | 52,041 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,842,194 | 46,762 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,744,022 | 42,464 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,513,938 | 45,460 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,309,637 | 40,720 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,899,269 | 28,462 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,405,236 | 23,405 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $829,815 | 18,375 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $823,870 | 15,271 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $837,056 | 13,937 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $841,826 | 13,903 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,937,603 | 105,314 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,825,251 | 94,782 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,294,993 | 100,159 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,055,891 | 72,320 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,492,476 | 27,700 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,906,924 | 38,680 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,120,648 | 25,400 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||