Position in BUD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,727,514
+$291,905 QoQ
Shares Held
20,965
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#156
of 610 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BUD Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Merit Financial Group, LLC holds $3,566,979 across 4 Beverages - Brewers names. BUD ranks #1 (48.4% of the industry book) .
All Filings in BUD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,727,514 | 20,965 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,435,609 | 20,695 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,313,074 | 20,504 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $993,874 | 16,673 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,290,561 | 18,780 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $900,930 | 14,635 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $556,227 | 11,109 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,069,589 | 16,135 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,147,066 | 19,726 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,284,342 | 21,131 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $520,578 | 8,056 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $530,603 | 9,595 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $744,903 | 13,133 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $446,423 | 6,690 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $373,448 | 6,220 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||