Position in SAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,464,580
-$12,526,752 QoQ
Shares Held
104,302
-22.5% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 329 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $953,375,456 across 7 Beverages - Brewers names. SAM ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
2,405,508 | $334,582,102 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
3,963,862 | $326,622,224 | |
| 3 | TAP |
Molson Coors Beverage Co
|
3,484,732 | $167,267,136 | |
| 4 | FMX |
Mexican Economic Development Inc
|
514,271 | $65,775,257 | |
| 5 | ABEV |
Ambev S.A.
|
12,751,317 | $40,039,131 | |
| 6 | SAM |
Boston Beer Co Inc
This page
|
104,302 | $18,464,580 | |
| 7 | CCU |
United Breweries Co Inc
|
55,806 | $625,026 |
All Filings in SAM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,464,580 | 104,302 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $30,991,332 | 134,511 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $22,303,355 | 114,300 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $49,423,015 | 233,767 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $17,800,087 | 93,287 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $14,392,493 | 60,260 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,312,406 | 64,379 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $16,365,898 | 56,602 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $20,045,136 | 65,711 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $20,241,490 | 66,492 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $20,732,974 | 59,993 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $20,117,271 | 51,645 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $19,724,116 | 63,948 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,653,575 | 71,961 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $23,970,598 | 72,744 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $28,207,387 | 87,154 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $47,501,146 | 156,785 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $53,827,952 | 138,564 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $64,594,711 | 127,885 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $92,917,227 | 182,280 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $89,358,788 | 87,538 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $48,995,472 | 40,617 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $96,664,870 | 97,220 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $21,632,600 | 24,489 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $12,831,300 | 23,910 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,118,035 | 16,645 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||