John Gunn - Dodge & Cox

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224

Holdings Activity Buys Sells History

Holding/activity history for Anheuser-Busch InBev SA/NV (BUD)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	29,683,736	1.13	Reduce 10.36%	0.12	$62.43–81.56 · VW $73.35i	$2,059,160,766	SEC
2025 Q4	33,113,431	1.14	Reduce 9.39%	0.11	$58.44–65.57 · VW $61.99i	$2,120,584,121	SEC
2025 Q3	36,546,221	1.18	Reduce 5.02%	0.07	$56.97–70.74 · VW $60.98i	$2,178,520,234	SEC
2025 Q2	38,477,542	1.49	Reduce 6.42%	0.09	$57.97–72.13 · VW $66.98i	$2,644,176,686	SEC
2025 Q1	41,116,138	1.44	Add 2.80%	0.04	$45.94–63.72 · VW $55.45i	$2,531,109,455	SEC
2024 Q4	39,996,830	1.17	Add 27.68%	0.25	$49.66–67.40 · VW $55.07i	$2,002,641,278	SEC
2024 Q3	31,325,890	1.17	Reduce 0.46%	<0.01	$58.20–66.65 · VW $61.84i	$2,076,593,248	SEC
2024 Q2	31,470,885	1.10	Reduce 0.75%	<0.01	$57.09–67.49 · VW $60.92i	$1,830,031,963	SEC
2024 Q1	31,708,733	1.12	Reduce 0.03%	<0.01	$59.24–66.24 · VW $62.11i	$1,927,256,792	SEC
2023 Q4	31,717,238	1.30	Reduce 0.40%	<0.01	$51.66–65.01 · VW $58.94i	$2,049,567,920	SEC
2023 Q3	31,844,538	1.19	Add 25.94%	0.25	$53.13–59.21 · VW $56.49i	$1,761,002,951	SEC
2023 Q2	25,285,728	0.96	Reduce 0.07%	<0.01	$52.93–67.01 · VW $59.53i	$1,434,206,492	SEC
2023 Q1	25,302,353	1.15	Reduce 0.15%	<0.01	$57.79–67.09 · VW $61.76i	$1,688,426,016	SEC
2022 Q4	25,339,671	1.05	Reduce 0.13%	<0.01	$44.51–61.63 · VW $53.78i	$1,521,393,847	SEC
2022 Q3	25,373,746	0.87	Add 6.44%	0.05	$44.68–56.24 · VW $50.30i	$1,145,878,000	SEC
2022 Q2	23,838,936	0.89	Add 13.66%	0.11	$50.59–63.45 · VW $56.13i	$1,286,111,000	SEC
2022 Q1	20,973,132	0.77	Add 39.45%	0.22	$52.65–67.91 · VW $61.07i	$1,259,646,000	SEC
2021 Q4	15,040,157	0.57	Buy	0.57	$54.08–64.39 · VW $59.02i	$910,682,000	SEC

Price snapshot:

Current price$79.33

Avg. buy price$56.46

+/- since buy40.51%

52-week low$56.14

52-week high$85.56