EVERETT HARRIS & CO /CA/ BUD — Anheuser Busch Cos. Inc. COM

Ownership history in EVERETT HARRIS & CO /CA/  ·  100 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported Anheuser Busch Cos. Inc. COM (BUD) in 100 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.25% in 2023 Q4. The latest visible filing shows BUD at 0.19% 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 EVERETT HARRIS & CO /CA/'s position in Anheuser Busch Cos. Inc. COM, 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
2025 Q4

BUD was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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 2025 Q4

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.

BUD stock page EVERETT HARRIS & CO /CA/ fund profile EVERETT HARRIS & CO /CA/ full holdings
How EVERETT HARRIS & CO /CA/ 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 245,815 +8,917 +3.8% 0.19% $15.7M 2026-02-14 (Est.) $79.21
2025 Q3 REDUCED — — — 236,898 -7,230 -3.0% 0.17% $14.1M 2025-11-03 $60.26
2025 Q2 ADDED — — — 244,128 +3,442 +1.4% 0.22% $16.8M 2025-08-08 $61.08
2025 Q1 REDUCED — — — 240,686 -8,965 -3.6% 0.19% $14.8M 2025-05-12 $64.94
2024 Q4 REDUCED 10.9% +22.9% ❌ 249,651 -30,420 -10.9% 0.16% $12.5M 2025-01-24 $47.33
2024 Q3 ADDED — — — 280,071 +1,444 +0.5% 0.23% $18.6M 2024-10-18 $63.96
2024 Q2 ADDED — — — 278,627 +1,190 +0.4% 0.21% $16.2M 2024-08-02 $61.39
2024 Q1 ADDED — — — 277,437 +2,140 +0.8% 0.22% $16.9M 2024-04-19 $56.07
2023 Q4 REDUCED — — — 275,297 -6,080 -2.2% 0.25% $17.8M 2024-01-18 $59.84
91 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BUD

As of 2026 Q1 — sorted by position size

Seafarer Capital Partners, LLC 3Y 7Y 16.46% Lancaster Investment Management 3Y 7Y 8.11% PENN DAVIS MCFARLAND INC 3Y 7Y 3.29% Capco Asset Management, LLC 3Y 7Y 2.76% OUTFITTERS FINANCIAL LLC 3Y 1.16% Ironwood Investment Counsel, LLC 3Y 7Y 0.93% Buttonwood Financial Advisors Inc. 3Y 0.91% Douglas Lane & Associates, LLC 3Y 7Y 0.77% ARQ WEALTH ADVISORS, LLC 3Y 0.75% Miller Global Investments, LLC 0.75%

FAQ About EVERETT HARRIS & CO /CA/ and BUD

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

How long has EVERETT HARRIS & CO /CA/ reported owning BUD?

EVERETT HARRIS & CO /CA/ reported BUD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BUD position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for BUD was 0.25% in 2023 Q4.

What is the latest reported BUD position on this page?

The most recent filing on this page is 2025 Q4, when EVERETT HARRIS & CO /CA/ reported 245,815 shares, equal to 0.19% of portfolio, with an estimated market value of $15.7M.

What does the chart on this BUD ownership page compare?

The chart compares EVERETT HARRIS & CO /CA/'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 EVERETT HARRIS & CO /CA/ time their BUD position?

Based on 13F filing dates vs. subsequent BUD price moves, EVERETT HARRIS & CO /CA/ correctly timed 32 out of 59 reported position changes (54%). The annualised alpha on BUD relative to SPY over the holding period was -7.7%.

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