LPL Financial LLC

Position in STZ — Constellation Brands, Inc.

CIK 1403438 FORT MILL, SC

Back to STZ Full portfolio

Position in STZ

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$17,686,962

-$4,115,238 QoQ

Shares Held

127,162

-12.5% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#108

of 1,026 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Common Shares in STZ Over Time

Shares Held

Position Value (USD)

Derivatives in STZ

reported options exposure · as of Mar 31, 2025

CallValue

$367,040

CallShares

2,000

PutValue

$403,744

PutShares

2,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Beverages - Brewers

Consumer Defensive · as of Jun 30, 2026

LPL Financial LLC holds $51,687,215 across 7 Beverages - Brewers names. STZ ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc. This page	127,162	$17,686,962
2	BUD	Anheuser-Busch InBev SA/NV	178,422	$14,701,972
3	FMX	Mexican Economic Development Inc	62,296	$7,967,658
4	ABEV	Ambev S.A.	1,721,555	$5,405,682
5	TAP	Molson Coors Beverage Co	101,779	$4,885,392
6	SAM	Boston Beer Co Inc	4,212	$745,650
7	CCU	United Breweries Co Inc	26,241	$293,899

All Filings in STZ

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,686,962	127,162	-12.5%	Shares	Sole	2026-08-07
2026-03-31	$21,802,200	145,348	-7.2%	Shares	Sole	2026-05-06
2025-12-31	$21,600,397	156,570	+3.1%	Shares	Sole	2026-02-11
2025-09-30	$20,447,215	151,832	+14.8%	Shares	Sole	2025-11-12
2025-06-30	$21,508,248	132,212	+1.0%	Shares	Sole	2025-08-12
2025-03-31	$403,744	2,200	—	Put	Sole	2025-05-07
2025-03-31	$24,031,209	130,946	-4.3%	Shares	Sole	2025-05-07
2025-03-31	$367,040	2,000	0.0%	Call	Sole	2025-05-07
2024-12-31	$30,245,618	136,858	+10.0%	Shares	Sole	2025-02-11
2024-12-31	$442,000	2,000	—	Call	Sole	2025-02-11
2024-09-30	$32,072,097	124,460	+6.1%	Shares	Sole	2024-11-08
2024-06-30	$30,193,351	117,356	+1.3%	Shares	Sole	2024-08-07
2024-03-31	$31,497,255	115,901	+2.3%	Shares	Sole	2024-05-10
2023-12-31	$27,392,450	113,309	-15.8%	Shares	Sole	2024-02-14
2023-09-30	$33,815,194	134,545	+5.4%	Shares	Sole	2023-11-13
2023-06-30	$31,415,787	127,639	+4.1%	Shares	Sole	2023-07-31
2023-03-31	$27,688,014	122,573	-9.5%	Shares	Sole	2023-05-10
2022-12-31	$31,371,997	135,370	+9.6%	Shares	Sole	2023-02-07
2022-09-30 STZ-B	—	9,725	0.0%	Shares	Sole	2022-11-14
2022-09-30	$28,358,819	123,471	+6.2%	Shares	Sole	2022-11-14
2022-06-30 STZ-B	—	9,725	-9.9%	Shares	Sole	2022-08-12
2022-06-30	$27,089,029	116,232	+11.5%	Shares	Sole	2022-08-12
2022-03-31 STZ-B	—	10,790	0.0%	Shares	Sole	2022-05-16
2022-03-31	$23,999,113	104,199	-9.2%	Shares	Sole	2022-05-16
2021-12-31 STZ-B	—	10,790	-10.8%	Shares	Sole	2022-02-14
2021-12-31	$28,787,262	114,704	+5.4%	Shares	Sole	2022-02-14
2021-09-30 STZ-B	—	12,090	0.0%	Shares	Sole	2021-11-15
2021-09-30	$22,918,647	108,779	+2.3%	Shares	Sole	2021-11-15
2021-06-30 STZ-B	—	12,090	0.0%	Shares	Sole	2021-08-13
2021-06-30	$24,866,249	106,316	+1.6%	Shares	Sole	2021-08-13
2021-03-31 STZ-B	—	12,090	-6.5%	Shares	Sole	2021-05-14
2021-03-31	$23,859,516	104,647	+2.5%	Shares	Sole	2021-05-14
2020-12-31 STZ-B	—	12,935	0.0%	Shares	Sole	2021-02-12
2020-12-31	$22,359,747	102,076	-2.0%	Shares	Sole	2021-02-12
2020-09-30 STZ-B	—	12,935	0.0%	Shares	Sole	2020-11-09
2020-09-30	$19,749,026	104,211	+4.6%	Shares	Sole	2020-11-09
2020-06-30 STZ-B	—	12,935	0.0%	Shares	Sole	2020-08-13
2020-06-30	$17,434,292	99,653	+8.9%	Shares	Sole	2020-08-13
2020-03-31 STZ-B	—	12,935	—	Shares	Sole	2020-05-14
2020-03-31	$13,121,454	91,528	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.