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

Ownership history in EVERETT HARRIS & CO /CA/  ·  102 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported Anheuser Busch Cos. Inc. COM (BUD) in 102 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.24% in 2026 Q2. The latest visible filing shows BUD at 0.24% 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
2026 Q2

BUD was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 240,911 +2,438 +1.0% 0.24% $19.9M 2026-08-03 $84.05
2026 Q1 REDUCED 238,473 -7,342 -3.0% 0.21% $16.5M 2026-05-11 $79.86
2025 Q4 ADDED 245,815 +8,917 +3.8% 0.19% $15.7M 2026-02-11 $76.13
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
92 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

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 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for BUD was 0.24% in 2026 Q2.

What is the latest reported BUD position on this page?

The most recent filing on this page is 2026 Q2, when EVERETT HARRIS & CO /CA/ reported 240,911 shares, equal to 0.24% of portfolio, with an estimated market value of $19.9M.

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 33 out of 61 reported position changes (54%). The annualised alpha on BUD relative to SPY over the holding period was -7.8%.

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