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CoreCap Advisors’s Boston Beer SAM Stock Holding History

CoreCap Advisors’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$50.5K Buy
308
+28
+10% +$4.96K ﹤0.01% 1399
2026
Q2 		$49.6K Buy
280
+40
+17% +$8.11K ﹤0.01% 1410
2026
Q1 		$55.3K Sell
240
-2
-0.8% -$450 ﹤0.01% 1256
2025
Q4 		$47.2K Sell
242
-126
-34% -$26K ﹤0.01% 1363
2025
Q3 		$77.8K Buy
368
+110
+43% +$23.4K ﹤0.01% 1131
2025
Q2 		$49.2K Buy
258
+14
+6% +$3.22K ﹤0.01% 1270
2025
Q1 		$58.3K Buy
244
+16
+7% +$3.9K ﹤0.01% 1113
2024
Q4 		$68.4K Buy
228
+2
+0.9% +$604 ﹤0.01% 1057
2024
Q3 		$65.3K Buy
+226
New +$63K ﹤0.01% 1081
2024
Q2 		– Sell
-266
Closed -$81K – 2389
2024
Q1 		$81K Buy
+266
New +$88.7K ﹤0.01% 924
2022
Q4 		$74.5K Buy
+226
New +$82K 0.01% 840
2022
Q3 		– Sell
-226
Closed -$68K – 1777
2022
Q2 		$68K Buy
+226
New +$78.6K 0.01% 841
2022
Q1 		– Sell
-226
Closed -$114K – 1779
2021
Q4 		$114K Buy
+226
New +$113K 0.01% 709

Other funds holding SAM

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CoreCap Advisors's SAM Position: Q3 2026 in Review

CoreCap Advisors increased its Boston Beer (SAM) stake by 10% in Q3 2026, buying an estimated $4.96K and bringing the position to 308 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

CoreCap Advisors first reported a position in SAM in Q4 2021 and has held it in 13 quarters since. The position peaked at $114K in Q4 2021. 16 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • CoreCap Advisors held 308 shares of Boston Beer worth $50.5K as of Q3 2026.
  • CoreCap Advisors bought 28 Boston Beer shares in Q3 2026, an estimated $4.96K.
  • Boston Beer made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1399 holding.
  • CoreCap Advisors first reported a position in Boston Beer in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Boston Beer position peaked at $114K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.