DORCHESTER WEALTH MANAGEMENT Co BUD ANHEUSER BUSCH INBEV SA/NV

Ownership history in DORCHESTER WEALTH MANAGEMENT Co  ·  16 quarters on record

AI Ownership Summary

DORCHESTER WEALTH MANAGEMENT Co reported ANHEUSER BUSCH INBEV SA/NV (BUD) in 16 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows BUD at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BUD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DORCHESTER WEALTH MANAGEMENT Co's position in ANHEUSER BUSCH INBEV SA/NV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

BUD was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DORCHESTER WEALTH MANAGEMENT Co held BUD — position size vs. price
% of Fund (quarterly)    BUD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 3,500 0% 0.04% $232K 2024-10-22 $63.55
2024 Q2 UNCHANGED 3,500 0% 0.04% $204K 2024-07-24 $59.52
2024 Q1 REDUCED 3,500 -50 -1.4% 0.04% $213K 2024-04-30 $57.79
2023 Q4 REDUCED 3,550 -50 -1.4% 0.04% $229K 2024-01-23 $61.00
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DORCHESTER WEALTH MANAGEMENT Co and BUD

These are the practical questions this page is built to answer before you even open the full history table.

How long has DORCHESTER WEALTH MANAGEMENT Co reported owning BUD?

DORCHESTER WEALTH MANAGEMENT Co reported BUD across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported BUD position in DORCHESTER WEALTH MANAGEMENT Co's portfolio?

The largest reported portfolio weight for BUD was 0.04% in 2023 Q4.

What is the latest reported BUD position on this page?

The most recent filing on this page is 2024 Q3, when DORCHESTER WEALTH MANAGEMENT Co reported 3,500 shares, equal to 0.04% of portfolio, with an estimated market value of $232K.

What does the chart on this BUD ownership page compare?

The chart compares DORCHESTER WEALTH MANAGEMENT Co's quarterly BUD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DORCHESTER WEALTH MANAGEMENT Co time their BUD position?

Based on 13F filing dates vs. subsequent BUD price moves, DORCHESTER WEALTH MANAGEMENT Co correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on BUD relative to SPY over the holding period was -9.3%.

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