Position in SAM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$39,475
-$57,981 QoQ
Shares Held
223
-47.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 329 holders
Holding Since
Dec 2021
13 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, 2026EverSource Wealth Advisors, LLC holds $776,858 across 7 Beverages - Brewers names. SAM ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
3,248 | $267,631 | |
| 2 | TAP |
Molson Coors Beverage Co
|
5,412 | $210,849 | |
| 3 | FMX |
Mexican Economic Development Inc
|
977 | $124,955 | |
| 4 | STZ |
Constellation Brands, Inc.
|
749 | $104,176 | |
| 5 | SAM |
Boston Beer Co Inc
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|
223 | $39,475 | |
| 6 | ABEV |
Ambev S.A.
|
8,612 | $27,040 | |
| 7 | CCU |
United Breweries Co Inc
|
244 | $2,732 |
All Filings in SAM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,475 | 223 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $97,456 | 423 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $66,928 | 343 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $134,039 | 634 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,098 | 11 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $477 | 2 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,896 | 93 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,156 | 4 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,135 | 7 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $1,558 | 4 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,441 | 76 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,314 | 4 | Shares | Sole | 2023-05-11 | |
| 2021-12-31 | $2,525 | 5 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||