Position in STZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$31,040,298
-$9,666,702 QoQ
Shares Held
223,167
-17.8% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#78
of 1,026 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $132,199,005 across 7 Beverages - Brewers names. STZ ranks #3 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMX |
Mexican Economic Development Inc
|
324,315 | $41,479,888 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
485,085 | $39,971,004 | |
| 3 | STZ |
Constellation Brands, Inc.
This page
|
223,167 | $31,040,298 | |
| 4 | ABEV |
Ambev S.A.
|
4,066,693 | $12,769,416 | |
| 5 | TAP |
Molson Coors Beverage Co
|
105,759 | $5,076,432 | |
| 6 | CCU |
United Breweries Co Inc
|
100,019 | $1,120,212 | |
| 7 | SAM |
Boston Beer Co Inc
|
4,190 | $741,755 |
All Filings in STZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,040,298 | 223,167 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $40,707,000 | 271,380 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $29,368,235 | 212,875 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $39,541,940 | 293,621 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $48,444,965 | 297,793 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $56,711,350 | 309,020 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $81,873,870 | 370,470 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $111,474,117 | 432,590 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $103,805,790 | 403,474 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $95,327,972 | 350,780 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $59,361,712 | 245,550 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $58,724,259 | 233,654 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $44,946,537 | 182,613 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $41,147,670 | 182,158 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $38,698,542 | 166,984 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $38,856,343 | 169,176 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $83,727,970 | 359,255 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $96,378,094 | 418,453 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $98,183,981 | 391,218 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $70,666,479 | 335,405 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $78,735,560 | 336,635 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $70,214,652 | 307,959 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $55,014,626 | 251,151 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $42,259,024 | 222,991 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $29,816,728 | 170,430 | 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. | ||||||