Position in STZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$339,379
-$71 QoQ
Shares Held
2,440
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#611
of 1,026 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Derivatives in STZ
reported options exposure · as of Dec 31, 2020CallValue
$657,150
CallShares
3,000
PutValue
$0
PutShares
0
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, 2026Sigma Planning Corp holds $339,379 across 1 Beverages - Brewers name. STZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
2,440 | $339,379 |
All Filings in STZ
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,379 | 2,440 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $339,450 | 2,263 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $339,105 | 2,458 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $318,225 | 2,363 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $269,886 | 1,659 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $356,028 | 1,940 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $855,933 | 3,873 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,524,236 | 5,915 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,584,587 | 6,159 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,733,285 | 6,378 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $659,010 | 2,726 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,572,320 | 6,256 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,508,530 | 6,129 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,417,007 | 6,273 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,591,195 | 6,866 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,607,530 | 6,999 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,601,821 | 6,873 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,550,283 | 6,731 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,707,097 | 6,802 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,428,267 | 6,779 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,633,253 | 6,983 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,255,596 | 5,507 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,227,337 | 5,603 | Shares | Sole | 2021-02-09 | |
| 2020-12-31 | $657,150 | 3,000 | Call | Sole | 2021-02-09 | |
| 2020-09-30 | $1,181,594 | 6,235 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,080,491 | 6,176 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $794,071 | 5,539 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||