Position in BUD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,335,292
+$446,593 QoQ
Shares Held
16,205
+26.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#173
of 610 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BUD Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Caldwell Trust Co holds $1,512,322 across 2 Beverages - Brewers names. BUD ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
This page
|
16,205 | $1,335,292 | |
| 2 | SAM |
Boston Beer Co Inc
|
1,000 | $177,030 |
All Filings in BUD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,335,292 | 16,205 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $888,699 | 12,811 | Shares | Sole | 2026-04-22 | |
| 2023-06-30 | $3,119 | 55 | Shares | Sole | 2025-10-01 | |
| 2020-06-30 | $2,021 | 41 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $1,808 | 41 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||