Position in SAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,583
-$36,762 QoQ
Shares Held
201
-36.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 329 holders
Holding Since
Dec 2020
22 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, 2026UMB Bank, n.a. holds $386,164 across 6 Beverages - Brewers names. SAM ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
1,041 | $144,791 | |
| 2 | FMX |
Mexican Economic Development Inc
|
760 | $97,204 | |
| 3 | BUD |
Anheuser-Busch InBev SA/NV
|
826 | $68,061 | |
| 4 | SAM |
Boston Beer Co Inc
This page
|
201 | $35,583 | |
| 5 | TAP |
Molson Coors Beverage Co
|
730 | $35,040 | |
| 6 | ABEV |
Ambev S.A.
|
1,747 | $5,485 |
All Filings in SAM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,583 | 201 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $72,345 | 314 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $61,465 | 315 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $62,791 | 297 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $51,327 | 269 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $79,056 | 331 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $73,195 | 244 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $65,634 | 227 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $62,840 | 206 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $68,493 | 225 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $77,066 | 223 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $125,818 | 323 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $103,018 | 334 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $109,785 | 334 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $110,058 | 334 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $137,227 | 424 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $202,383 | 668 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $260,274 | 670 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $369,732 | 732 | Shares | Defined | 2022-02-09 | |
| 2021-06-30 | $214,368 | 210 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $253,318 | 210 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $203,829 | 205 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||