EVERGREEN CAPITAL MANAGEMENT LLC
Position in STZ — Constellation Brands, Inc.
CIK 1260824
Bellevue, WA
Position in STZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$244,519
-$57,581 QoQ
Shares Held
1,758
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#686
of 1,023 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 33%
Shared 67%
None 0%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $2,133,824 across 3 Beverages - Brewers names. STZ ranks #2 (11.5% of the industry book) .
All Filings in STZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,519 | 1,758 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $302,100 | 2,014 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $302,131 | 2,190 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $260,230 | 1,418 | Shares | Sole | 2025-05-15 | |
| 2022-03-31 | $210,512 | 914 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $239,174 | 953 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||