Position in SAM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$177,030
-$53,370 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#211
of 329 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $1,512,322 across 2 Beverages - Brewers names. SAM ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
16,205 | $1,335,292 | |
| 2 | SAM |
Boston Beer Co Inc
This page
|
1,000 | $177,030 |
All Filings in SAM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,030 | 1,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $230,400 | 1,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $195,130 | 1,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $211,420 | 1,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $190,810 | 1,000 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $238,840 | 1,000 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $299,980 | 1,000 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $289,140 | 1,000 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $305,050 | 1,000 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $365,304 | 1,200 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $414,708 | 1,200 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $467,436 | 1,200 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $370,128 | 1,200 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $394,440 | 1,200 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $395,424 | 1,200 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $388,380 | 1,200 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $363,564 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $466,164 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $606,120 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $611,700 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $1,224,960 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $1,447,536 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $1,193,148 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $1,060,032 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $643,980 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $441,072 | 1,200 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||