Position in TAP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,158,000
+$772,449 QoQ
Shares Held
24,125
+206.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#225
of 612 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $3,818,274 across 7 Beverages - Brewers names. TAP ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
13,944 | $1,939,470 | |
| 2 | TAP |
Molson Coors Beverage Co
This page
|
24,125 | $1,158,000 | |
| 3 | BUD |
Anheuser-Busch InBev SA/NV
|
3,796 | $312,790 | |
| 4 | FMX |
Mexican Economic Development Inc
|
1,735 | $221,906 | |
| 5 | ABEV |
Ambev S.A.
|
29,761 | $93,449 | |
| 6 | SAM |
Boston Beer Co Inc
|
489 | $86,567 | |
| 7 | CCU |
United Breweries Co Inc
|
544 | $6,092 |
All Filings in TAP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,158,000 | 24,125 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $385,551 | 7,870 | Shares | Other | 2026-05-15 | |
| 2025-03-31 | $595,065 | 10,045 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $581,017 | 10,147 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,019,025 | 17,491 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $774,395 | 15,235 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $246,766 | 3,645 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $226,599 | 3,702 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $205,586 | 3,233 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $209,305 | 3,179 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $743 | 14,384 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||