Position in SAM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$771,840
+$174,548 QoQ
Shares Held
3,350
+9.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $118,225,991 across 7 Beverages - Brewers names. SAM ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
271,380 | $40,707,000 | |
| 2 | FMX |
Mexican Economic Development Inc
|
312,324 | $34,686,703 | |
| 3 | BUD |
Anheuser-Busch InBev SA/NV
|
363,086 | $25,187,275 | |
| 4 | ABEV |
Ambev S.A.
|
4,034,751 | $11,781,472 | |
| 5 | TAP |
Molson Coors Beverage Co
|
93,768 | $4,037,650 | |
| 6 | CCU |
United Breweries Co Inc
|
92,868 | $1,054,051 | |
| 7 | SAM |
Boston Beer Co Inc
This page
|
3,350 | $771,840 |
All Filings in SAM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $771,840 | 3,350 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $597,292 | 3,061 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $919,677 | 4,350 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,383,754 | 7,252 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,890,896 | 7,917 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,615,692 | 5,386 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,661,398 | 5,746 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,727,193 | 5,662 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,777,567 | 15,694 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,515,961 | 15,961 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,321,682 | 16,229 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,334,544 | 10,811 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,389,225 | 10,311 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,799,974 | 20,636 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,026,765 | 21,711 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,788,042 | 22,405 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,579,438 | 19,511 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,282,448 | 2,539 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $921,118 | 1,807 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,622,182 | 4,528 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,336,582 | 4,424 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,572,483 | 3,593 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,636,793 | 4,117 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,167,529 | 4,039 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $713,066 | 1,940 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||