Jeremy Grantham's ABEV Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 807,600 shares of Ambev S.A. (ABEV) worth $2.54 M, representing 0.01% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ABEV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 6.73 M shares. Largest reduction occurred in Q4 2018, reducing 6.14 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Ambev (ABEV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ambev (ABEV) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +807,600 | New Buy | 807,600 | $3.14 |
| Q3 2025 | -2.39 M | Sold Out | 0 | $0.00 |
| Q2 2025 | +2.37 M | Add 12937.70% | 2.39 M | $2.41 |
| Q1 2025 | +18,300 | New Buy | 18,300 | $2.33 |
| Q2 2024 | -37,500 | Sold Out | 0 | $0.00 |
| Q4 2023 | -20,200 | Reduce 35.01% | 37,500 | $2.80 |
| Q3 2023 | +37,500 | Add 185.64% | 57,700 | $2.58 |
| Q1 2023 | -88,900 | Reduce 81.48% | 20,200 | $2.82 |
| Q4 2022 | +109,100 | New Buy | 109,100 | $2.72 |
| Q2 2022 | -196,100 | Sold Out | 0 | $0.00 |
| Q1 2022 | -98,700 | Reduce 33.48% | 196,100 | $3.23 |
| Q4 2021 | +294,800 | New Buy | 294,800 | $2.80 |
| Q4 2019 | -997,258 | Sold Out | 0 | $0.00 |
| Q3 2019 | +51,000 | Add 5.39% | 997,258 | $4.62 |
| Q2 2019 | -244,700 | Reduce 20.55% | 946,258 | $4.67 |
| Q1 2019 | -210,100 | Reduce 15.00% | 1.19 M | $4.30 |
| Q4 2018 | -6.14 M | Reduce 81.42% | 1.4 M | $3.92 |
| Q3 2018 | +810,958 | Add 12.05% | 7.54 M | $4.57 |
| Q2 2018 | +6.73 M | New Buy | 6.73 M | $4.63 |
| Q4 2016 | -16,700 | Sold Out | 0 | $0.00 |
| Q3 2016 | -310,500 | Reduce 94.90% | 16,700 | $6.11 |
| Q2 2016 | +96,500 | Add 41.83% | 327,200 | $5.91 |
| Q1 2016 | -129,600 | Reduce 35.97% | 230,700 | $5.18 |
| Q4 2015 | +201,200 | Add 126.46% | 360,300 | $4.46 |
| Q3 2015 | +119,700 | Add 303.81% | 159,100 | $4.90 |
| Q2 2015 | +39,400 | New Buy | 39,400 | $6.09 |
| Q2 2014 | -1.94 M | Sold Out | 0 | $0.00 |
| Q1 2014 | -209,700 | Reduce 9.73% | 1.94 M | $7.41 |
| Q4 2013 | +2.15 M | New Buy | 2.15 M | $7.35 |
Jeremy Grantham's Ambev Investment FAQs
Jeremy Grantham first purchased Ambev S.A. (ABEV) in Q4 2013, acquiring 2,154,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Ambev S.A. (ABEV) for 31 quarters since Q4 2013.
Jeremy Grantham's largest addition to Ambev S.A. (ABEV) was in Q2 2018, adding 6,730,800 shares worth $31.16 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 807,600 shares of Ambev S.A. (ABEV), valued at approximately $2.54 M.
As of the Q2 2026 filing, Ambev S.A. (ABEV) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Ambev S.A. (ABEV) was 7,541,758 shares, as reported at the end of Q3 2018.