Position in SAM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,478
-$747 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 329 holders
Holding Since
Dec 2024
3 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, 2026Colonial Trust Co / SC holds $11,657 across 2 Beverages - Brewers names. SAM ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
66 | $9,179 | |
| 2 | SAM |
Boston Beer Co Inc
This page
|
14 | $2,478 |
All Filings in SAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,478 | 14 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,225 | 14 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $13,799 | 46 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||