MAI Capital Management

Position in STZ — Constellation Brands, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in STZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,134,139

-$158,561 QoQ

Shares Held

8,154

-5.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#401

of 1,023 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MAI Capital Management holds $2,619,462 across 3 Beverages - Brewers names. STZ ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc. This page	8,154	$1,134,139
2	BUD	Anheuser-Busch InBev SA/NV	9,691	$798,537
3	TAP	Molson Coors Beverage Co	17,628	$686,786

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,134,139	8,154	-5.4%	Shares	Sole	2026-08-14
2026-03-31	$1,292,700	8,618	-2.2%	Shares	Sole	2026-05-15
2025-12-31	$1,215,289	8,809	-10.9%	Shares	Sole	2026-02-13
2025-09-30	$1,331,212	9,885	+54.0%	Shares	Sole	2025-11-10
2025-06-30	$1,043,917	6,417	-4.6%	Shares	Sole	2025-08-12
2025-03-31	$1,234,355	6,726	-11.9%	Shares	Sole	2025-05-15
2024-12-31	$1,686,451	7,631	-10.4%	Shares	Sole	2025-02-14
2024-09-30	$2,193,457	8,512	-7.4%	Shares	Sole	2024-11-07
2024-06-30	$2,363,888	9,188	-0.4%	Shares	Sole	2024-08-12
2024-03-31	$2,506,714	9,224	+4.4%	Shares	Sole	2024-05-08
2023-12-31	$2,135,861	8,835	+27.1%	Shares	Sole	2024-02-09
2023-09-30	$1,746,492	6,949	-0.9%	Shares	Sole	2023-11-14
2023-06-30	$1,725,125	7,009	-1.9%	Shares	Sole	2023-08-02
2023-03-31	$1,613,984	7,145	+1.2%	Shares	Sole	2023-05-10
2022-12-31	$1,636,618	7,062	+35.1%	Shares	Sole	2023-02-09
2022-09-30	$1,200,767	5,228	-12.5%	Shares	Sole	2022-11-15
2022-06-30	$1,391,834	5,972	+17.6%	Shares	Sole	2022-07-19
2022-03-31	$1,169,564	5,078	-8.3%	Shares	Sole	2022-05-10
2021-12-31	$1,389,118	5,535	+0.1%	Shares	Sole	2022-02-11
2021-09-30	$1,165,537	5,532	+37.7%	Shares	Sole	2021-11-12
2021-06-30	$939,302	4,016	-3.9%	Shares	Sole	2021-07-19
2021-03-31	$952,584	4,178	-13.8%	Shares	Sole	2021-05-10
2020-12-31	$1,061,954	4,848	-30.2%	Shares	Sole	2021-02-16
2020-09-30	$1,316,904	6,949	-34.5%	Shares	Sole	2020-10-26
2020-06-30	$1,855,519	10,606	-75.7%	Shares	Sole	2020-07-27
2020-03-31	$6,246,912	43,575	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.