Cape Investment Advisory, Inc.

Position in SAM — Boston Beer Co Inc

CIK 1944437 MCDONOUGH, GA

Position in SAM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,894

-$398 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#286

of 329 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $96,111 across 6 Beverages - Brewers names. SAM ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FMX	Mexican Economic Development Inc	288	$36,834
2	ABEV	Ambev S.A.	11,079	$34,787
3	BUD	Anheuser-Busch InBev SA/NV	158	$13,019
4	STZ	Constellation Brands, Inc.	43	$5,980
5	SAM	Boston Beer Co Inc This page	22	$3,894
6	TAP	Molson Coors Beverage Co	41	$1,597

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,894	22	0.0%	Shares	Sole	2026-07-23
2025-12-31	$4,292	22	+144.4%	Shares	Sole	2026-02-17
2025-09-30	$1,902	9	-59.1%	Shares	Sole	2025-12-29
2025-06-30	$4,197	22	0.0%	Shares	Sole	2025-08-19
2025-03-31	$5,254	22	0.0%	Shares	Sole	2025-05-16
2024-12-31	$6,599	22	0.0%	Shares	Sole	2025-02-05
2024-09-30	$6,361	22	0.0%	Shares	Sole	2024-11-14
2024-06-30	$6,711	22	0.0%	Shares	Sole	2024-08-15
2024-03-31	$6,697	22	0.0%	Shares	Sole	2024-06-21
2023-12-31	$7,602	22	0.0%	Shares	Sole	2024-02-12
2023-09-30	$8,569	22	-35.3%	Shares	Sole	2023-11-07
2023-06-30	$10,486	34	0.0%	Shares	Sole	2023-10-12
2023-03-31	$11,175	34	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.