Position in SAM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$200,678
-$95,919 QoQ
Shares Held
871
-42.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $43,741,398 across 7 Beverages - Brewers names. SAM ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
206,756 | $14,342,663 | |
| 2 | STZ |
Constellation Brands, Inc.
|
85,692 | $12,853,800 | |
| 3 | FMX |
Mexican Economic Development Inc
|
106,766 | $11,857,431 | |
| 4 | TAP |
Molson Coors Beverage Co
|
90,090 | $3,879,275 | |
| 5 | ABEV |
Ambev S.A.
|
207,677 | $606,416 | |
| 6 | SAM |
Boston Beer Co Inc
This page
|
871 | $200,678 | |
| 7 | CCU |
United Breweries Co Inc
|
100 | $1,135 |
All Filings in SAM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||