Position in SAM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,356,259
-$1,443,471 QoQ
Shares Held
35,905
+6.1% QoQ
Ownership
0.349%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 329 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026JPMORGAN CHASE & CO holds $399,917,352 across 7 Beverages - Brewers names. SAM ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMX |
Mexican Economic Development Inc
|
1,007,804 | $128,898,127 | |
| 2 | STZ |
Constellation Brands, Inc.
|
918,529 | $127,758,188 | |
| 3 | TAP |
Molson Coors Beverage Co
|
2,249,578 | $107,979,744 | |
| 4 | BUD |
Anheuser-Busch InBev SA/NV
|
251,305 | $20,707,529 | |
| 5 | ABEV |
Ambev S.A.
|
2,615,129 | $8,211,502 | |
| 6 | SAM |
Boston Beer Co Inc
This page
|
35,905 | $6,356,259 | |
| 7 | CCU |
United Breweries Co Inc
|
536 | $6,003 |
All Filings in SAM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,356,259 | 35,905 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $7,799,730 | 33,853 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,489,742 | 23,009 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,735,382 | 22,398 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,245,709 | 22,251 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,414,022 | 22,668 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $6,895,635 | 22,987 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $10,783,760 | 37,296 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $15,529,788 | 50,909 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $18,011,616 | 59,167 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $10,612,720 | 30,709 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $9,628,012 | 24,717 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,038,447 | 35,788 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,414,719 | 25,600 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $6,419,708 | 19,482 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,377,442 | 16,615 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,159,275 | 17,029 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,452,484 | 16,610 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $8,221,510 | 16,277 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $143,626,138 | 281,758 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $399,696,278 | 391,552 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $421,708,247 | 349,594 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $294,117,939 | 295,807 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $218,435,491 | 247,278 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $5,168,474 | 9,631 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $10,060,484 | 27,371 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||