Steward Partners Investment Advisory, LLC
Position in SAM — Boston Beer Co Inc
CIK 1723397
STAMFORD, CT
Position in SAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$55,233
-$21,029 QoQ
Shares Held
312
-5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 329 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $2,829,988 across 6 Beverages - Brewers names. SAM ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
14,580 | $1,201,392 | |
| 2 | STZ |
Constellation Brands, Inc.
|
7,488 | $1,041,505 | |
| 3 | FMX |
Mexican Economic Development Inc
|
2,431 | $310,924 | |
| 4 | TAP |
Molson Coors Beverage Co
|
4,198 | $201,504 | |
| 5 | SAM |
Boston Beer Co Inc
This page
|
312 | $55,233 | |
| 6 | ABEV |
Ambev S.A.
|
6,188 | $19,430 |
All Filings in SAM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,233 | 312 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $76,262 | 331 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $103,614 | 531 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $112,052 | 530 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $106,853 | 560 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $133,750 | 560 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $176,388 | 588 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $84,139 | 291 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $88,769 | 291 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $88,586 | 291 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $105,750 | 306 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $109,457 | 281 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $86,671 | 281 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $92,364 | 281 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $80,732 | 245 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $114,895 | 355 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $108,160 | 357 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $148,784 | 383 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $187,392 | 371 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $134,574 | 264 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $89,830 | 88 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $57,901 | 48 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||