Position in SAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,961
-$14,437 QoQ
Shares Held
141
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 329 holders
Holding Since
Mar 2025
6 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, 2026Larson Financial Group LLC holds $980,106 across 6 Beverages - Brewers names. SAM ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
4,667 | $649,133 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
3,412 | $281,148 | |
| 3 | SAM |
Boston Beer Co Inc
This page
|
141 | $24,961 | |
| 4 | TAP |
Molson Coors Beverage Co
|
300 | $14,400 | |
| 5 | FMX |
Mexican Economic Development Inc
|
77 | $9,848 | |
| 6 | CCU |
United Breweries Co Inc
|
55 | $616 |
All Filings in SAM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,961 | 141 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,398 | 171 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $975 | 5 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,114 | 10 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $190 | 1 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,196 | 72 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||