BUD β€” ANHEUSER-BUSCH INBEV ADR

Ownership history in SUMMIT SECURITIES GROUP LLC  Β·  20 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in ANHEUSER-BUSCH INBEV ADR (BUD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.1% (2018 Q3)
πŸ“Š Avg. % of fund
0.21%
πŸ“… First filed
2014 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
20

Position Intelligence

SUMMIT SECURITIES GROUP LLC Γ— BUD AI Analytics

πŸ“‰ SUMMIT SECURITIES GROUP LLC underperformed the S&P 500 by –38.4% annually on this BUD position. Timing score: 44% (8/18 decisions correct). Average cost basis: $74.91. Maximum drawdown during holding period: –57.7%.

πŸ“ˆ Position Alpha vs SPY
-38.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 38.4% ann.
19 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
8 of 18 add/trim decisions correct

πŸ’° Entry Quality
$74.91
-20.4% vs current ($59.61)

Best entry: $53.57 (2023 Q3)  Β·  Worst: $109.49 (2016 Q2)

πŸ›‘οΈ Drawdown Resilience
–57.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

11 adds Β· 8 trims. Bought during 4 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ SUMMIT SECURITIES GROUP LLC has been actively increasing its BUD allocation β€” a bullish signal from insiders.
Currently 0.47% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BUD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 37,772 -23,949 -38.8% 0.47% $2.3M $59.61
2025 Q2 ADDED 61,721 +52,209 +548.9% 0.82% $4.2M $68.72
2024 Q3 ADDED 9,512 +5,881 +162.0% 0.08% $314K $65.16
2024 Q2 REDUCED 3,631 -9,116 -71.5% 0.00% $17K $57.16
2024 Q1 ADDED 12,747 +611 +5.0% 0.13% $775K $58.87
2023 Q3 ADDED 12,136 +976 +8.7% 0.07% $671K $53.57
2023 Q2 ADDED 11,160 +9,160 +458.0% 0.08% $633K $54.94
2023 Q2 REDUCED 2,000 -10,551 -84.1% 0.01% $113K $54.94
2023 Q1 ADDED 12,551 +12,491 +20818.3% 0.07% $838K $63.80
2020 Q2 UNCHANGED 60 β€” 0% 0.04% $296K $46.29
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BUD

As of 2025 Q4 β€” sorted by position size

Cook & Bynum Capital Management, LLC 3Y 7Y 21.62% Seafarer Capital Partners, LLC 3Y 7Y 17.2% SALT Holding Corp. 5.68% Capco Asset Management, LLC 3Y 7Y 4.72% Hillman Capital Management, Inc. 3Y 7Y 3.33% PENN DAVIS MCFARLAND INC 3Y 7Y 2.99% Long Focus Capital Management, LLC 3Y 2.13% Clarkston Capital Partners, LLC 3Y 7Y 1.52% XY Capital Ltd 3Y 1.15% DODGE & COX 3Y 7Y 1.14%
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