Position in SAM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,616
+$19,322 QoQ
Shares Held
156
+333.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 329 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $1,406,728 across 6 Beverages - Brewers names. SAM ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
5,059 | $703,656 | |
| 2 | ABEV |
Ambev S.A.
|
115,828 | $363,699 | |
| 3 | FMX |
Mexican Economic Development Inc
|
920 | $117,668 | |
| 4 | TAP |
Molson Coors Beverage Co
|
2,981 | $116,139 | |
| 5 | BUD |
Anheuser-Busch InBev SA/NV
|
946 | $77,950 | |
| 6 | SAM |
Boston Beer Co Inc
This page
|
156 | $27,616 |
All Filings in SAM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,616 | 156 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,294 | 36 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,536 | 13 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,074 | 24 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $6,869 | 36 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $15,524 | 65 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $19,498 | 65 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $17,348 | 60 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $18,303 | 60 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $466,067 | 1,531 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $348,700 | 1,009 | Shares | Sole | 2024-01-09 | |
| 2023-03-31 | $27,282 | 83 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $14 | 55 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $28,804 | 89 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $22,116 | 73 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $26,415 | 68 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $34,346 | 68 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $33,133 | 65 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $548,169 | 537 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $675,516 | 560 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $541,888 | 545 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $499,981 | 566 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $270,471 | 504 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $185,250 | 504 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||