Diversified Trust Co

Bank

Position in SAM — Boston Beer Co Inc

CIK 1479844 MEMPHIS, TN

Position in SAM

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$210,355

-$17,132 QoQ

Shares Held

913

-15.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Diversified Trust Co holds $1,435,357 across 2 Beverages - Brewers names.

#	Ticker	Company	Shares	Value (USD)	Open
1	FMX	Mexican Economic Development Inc	9,240	$1,181,796
2	STZ	Constellation Brands, Inc.	1,823	$253,561

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$210,355	913	-15.1%	Shares	Sole	2026-04-16
2025-09-30	$227,487	1,076	-34.4%	Shares	Sole	2025-10-20
2025-06-30	$313,119	1,641	+31.2%	Shares	Sole	2025-07-11
2023-03-31	$411,203	1,251	-0.5%	Shares	Sole	2023-04-07
2022-12-31	$414,206	1,257	-3.5%	Shares	Sole	2023-01-17
2022-09-30	$421,392	1,302	+4.2%	Shares	Sole	2022-10-14
2022-06-30	$378,712	1,250	-0.2%	Shares	Sole	2022-07-12
2022-03-31	$486,752	1,253	+22.2%	Shares	Sole	2022-04-07
2021-12-31	$517,727	1,025	+10.8%	Shares	Sole	2022-01-13
2021-09-30	$471,518	925	+282.2%	Shares	Sole	2022-01-13
2020-09-30	$213,773	242	-65.4%	Shares	Sole	2020-10-15
2020-06-30	$375,655	700	+3.7%	Shares	Sole	2020-07-07
2020-03-31	$248,103	675	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.