Position in STZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$332,703
-$612,747 QoQ
Shares Held
2,392
-62.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#613
of 1,026 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $8,162,510 across 4 Beverages - Brewers names. STZ ranks #3 (4.1% of the industry book) .
All Filings in STZ
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,703 | 2,392 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $945,450 | 6,303 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,263,299 | 9,157 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $855,558 | 6,353 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,085,400 | 6,672 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,107,359 | 6,034 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,193,179 | 5,399 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,363,180 | 5,290 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,351,491 | 5,253 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $998,989 | 3,676 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $879,244 | 3,637 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,017,886 | 4,050 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,006,179 | 4,088 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $798,295 | 3,534 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,008,807 | 4,353 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,098,329 | 4,782 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,266,681 | 5,435 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,262,153 | 5,480 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,446,591 | 5,764 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $692,538 | 3,287 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $768,796 | 3,287 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $702,240 | 3,080 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $522,289 | 2,756 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||