Position in TAP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,536,922
-$2,630,554 QoQ
Shares Held
58,916
-46.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 82.38763324663907.ToString("F0")%
Shared 0.ToString("F0")%
None 17.612366753360927.ToString("F0")%
Common Shares in TAP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $27,347,263 across 6 Beverages - Brewers names. TAP ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAM |
Boston Beer Co Inc
|
45,427 | $10,466,380 | |
| 2 | ABEV |
Ambev S.A.
|
3,101,332 | $9,055,889 | |
| 3 | STZ |
Constellation Brands, Inc.
|
24,435 | $3,665,250 | |
| 4 | TAP |
Molson Coors Beverage Co
This page
|
58,916 | $2,536,922 | |
| 5 | BUD |
Anheuser-Busch InBev SA/NV
|
16,652 | $1,155,149 | |
| 6 | FMX |
Mexican Economic Development Inc
|
4,211 | $467,673 |
All Filings in TAP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,536,922 | 58,916 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,167,476 | 110,700 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $3,925,300 | 86,747 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $5,899,247 | 122,671 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $4,241,906 | 69,688 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,879,415 | 67,680 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $4,029,332 | 70,051 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,512,424 | 49,428 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,085,294 | 45,878 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,585,509 | 42,240 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $757,801 | 11,917 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $820,431 | 12,461 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $671,219 | 12,988 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $226,275 | 4,392 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||