ENVESTNET ASSET MANAGEMENT INC

Position in STZ — Constellation Brands, Inc.

CIK 1407543 Berwyn, PA

Position in STZ

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$40,707,000

+$11,338,765 QoQ

Shares Held

271,380

+27.5% QoQ

Ownership

0.159%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $118,225,991 across 7 Beverages - Brewers names. STZ ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc. This page	271,380	$40,707,000
2	FMX	Mexican Economic Development Inc	312,324	$34,686,703
3	BUD	Anheuser-Busch InBev SA/NV	363,086	$25,187,275
4	ABEV	Ambev S.A.	4,034,751	$11,781,472
5	TAP	Molson Coors Beverage Co	93,768	$4,037,650
6	CCU	United Breweries Co Inc	92,868	$1,054,051
7	SAM	Boston Beer Co Inc	3,350	$771,840

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,707,000	271,380	+27.5%	Shares	Sole	2026-05-04
2025-12-31	$29,368,235	212,875	-27.5%	Shares	Sole	2026-02-10
2025-09-30	$39,541,940	293,621	-1.4%	Shares	Sole	2025-11-05
2025-06-30	$48,444,965	297,793	-3.6%	Shares	Sole	2025-08-01
2025-03-31	$56,711,350	309,020	-16.6%	Shares	Sole	2025-04-29
2024-12-31	$81,873,870	370,470	-14.4%	Shares	Sole	2025-02-13
2024-09-30	$111,474,117	432,590	+7.2%	Shares	Sole	2024-11-07
2024-06-30	$103,805,790	403,474	+15.0%	Shares	Sole	2024-08-08
2024-03-31	$95,327,972	350,780	+42.9%	Shares	Sole	2024-05-13
2023-12-31	$59,361,712	245,550	+5.1%	Shares	Sole	2024-02-13
2023-09-30	$58,724,259	233,654	+28.0%	Shares	Sole	2023-11-13
2023-06-30	$44,946,537	182,613	+0.2%	Shares	Sole	2023-08-04
2023-03-31	$41,147,670	182,158	+9.1%	Shares	Sole	2023-05-11
2022-12-31	$38,698,542	166,984	-1.3%	Shares	Sole	2023-02-07
2022-09-30	$38,856,343	169,176	-52.9%	Shares	Sole	2022-11-10
2022-06-30	$83,727,970	359,255	-14.1%	Shares	Sole	2022-08-03
2022-03-31	$96,378,094	418,453	+7.0%	Shares	Sole	2022-05-04
2021-12-31	$98,183,981	391,218	+16.6%	Shares	Sole	2022-02-04
2021-09-30	$70,666,479	335,405	-0.4%	Shares	Sole	2021-10-07
2021-06-30	$78,735,560	336,635	+9.3%	Shares	Sole	2021-08-04
2021-03-31	$70,214,652	307,959	+22.6%	Shares	Sole	2021-05-04
2020-12-31	$55,014,626	251,151	+12.6%	Shares	Sole	2021-02-02
2020-09-30	$42,259,024	222,991	+30.8%	Shares	Sole	2020-10-09
2020-06-30	$29,816,728	170,430	+13.3%	Shares	Sole	2020-07-08
2020-03-31	$21,569,802	150,459	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.