Position in SAM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$86,567
-$176,089 QoQ
Shares Held
489
-57.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 329 holders
Holding Since
Mar 2026
2 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, 2026Integrated Wealth Concepts LLC holds $3,818,274 across 7 Beverages - Brewers names. SAM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
13,944 | $1,939,470 | |
| 2 | TAP |
Molson Coors Beverage Co
|
24,125 | $1,158,000 | |
| 3 | BUD |
Anheuser-Busch InBev SA/NV
|
3,796 | $312,790 | |
| 4 | FMX |
Mexican Economic Development Inc
|
1,735 | $221,906 | |
| 5 | ABEV |
Ambev S.A.
|
29,761 | $93,449 | |
| 6 | SAM |
Boston Beer Co Inc
This page
|
489 | $86,567 | |
| 7 | CCU |
United Breweries Co Inc
|
544 | $6,092 |
All Filings in SAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,567 | 489 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $262,656 | 1,140 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||