Position in SAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,088,244
+$867,125 QoQ
Shares Held
11,796
+122.6% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 331 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $123,914,350 across 7 Beverages - Brewers names. SAM ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
552,828 | $45,553,026 | |
| 2 | STZ |
Constellation Brands, Inc.
|
302,909 | $42,131,610 | |
| 3 | ABEV |
Ambev S.A.
|
5,466,817 | $17,165,804 | |
| 4 | FMX |
Mexican Economic Development Inc
|
67,580 | $8,643,480 | |
| 5 | TAP |
Molson Coors Beverage Co
|
190,081 | $7,405,554 | |
| 6 | SAM |
Boston Beer Co Inc
This page
|
11,796 | $2,088,244 | |
| 7 | CCU |
United Breweries Co Inc
|
82,735 | $926,632 |
All Filings in SAM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,088,244 | 11,796 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,221,119 | 5,300 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,070,091 | 5,484 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,294,312 | 6,122 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,291,591 | 6,769 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,658,742 | 6,945 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,200,651 | 7,336 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,142,236 | 7,409 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,367,187 | 7,760 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,747,389 | 9,025 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,316,970 | 9,598 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,033,192 | 10,354 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,122,606 | 13,366 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,018,027 | 12,224 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,428,747 | 13,440 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,273,228 | 16,293 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,959,010 | 16,368 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,518,757 | 21,929 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,797,422 | 19,397 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,092,546 | 27,646 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $68,139,420 | 66,751 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $152,016,609 | 126,021 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $96,466,014 | 97,020 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $119,621,076 | 135,416 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $48,882,373 | 91,088 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $27,431,736 | 74,632 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||