Position in SAM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,221,119
+$151,028 QoQ
Shares Held
5,300
-3.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 41.509433962264154.ToString("F0")%
Shared 0.ToString("F0")%
None 58.490566037735846.ToString("F0")%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $137,560,593 across 7 Beverages - Brewers names. SAM ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
482,167 | $72,325,050 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
431,591 | $29,939,466 | |
| 3 | ABEV |
Ambev S.A.
|
6,064,755 | $17,709,084 | |
| 4 | TAP |
Molson Coors Beverage Co
|
184,185 | $7,931,004 | |
| 5 | FMX |
Mexican Economic Development Inc
|
68,255 | $7,580,398 | |
| 6 | SAM |
Boston Beer Co Inc
This page
|
5,300 | $1,221,119 | |
| 7 | CCU |
United Breweries Co Inc
|
75,284 | $854,472 |
All Filings in SAM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||