Position in SAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$184,111
-$16,567 QoQ
Shares Held
1,040
+19.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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, 2026JONES FINANCIAL COMPANIES LLLP holds $44,283,679 across 7 Beverages - Brewers names. SAM ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
218,823 | $18,031,014 | |
| 2 | STZ |
Constellation Brands, Inc.
|
82,276 | $11,443,768 | |
| 3 | FMX |
Mexican Economic Development Inc
|
82,260 | $10,521,053 | |
| 4 | TAP |
Molson Coors Beverage Co
|
84,140 | $3,278,093 | |
| 5 | ABEV |
Ambev S.A.
|
262,586 | $824,520 | |
| 6 | SAM |
Boston Beer Co Inc
This page
|
1,040 | $184,111 | |
| 7 | CCU |
United Breweries Co Inc
|
100 | $1,120 |
All Filings in SAM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,111 | 1,040 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $200,678 | 871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $296,597 | 1,520 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $312,478 | 1,478 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $67,165 | 352 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $162,888 | 682 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $171,888 | 573 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $139,654 | 483 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $124,155 | 407 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||