Position in STZ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$37,063,500
+$19,089,934 QoQ
Shares Held
247,090
+89.7% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.07%
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")%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Derivatives in STZ
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$35,921
PutShares
155
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 Mar 31, 2026HighTower Advisors, LLC holds $42,702,591 across 6 Beverages - Brewers names. STZ ranks #1 (86.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
247,090 | $37,063,500 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
40,556 | $2,813,369 | |
| 3 | ABEV |
Ambev S.A.
|
496,091 | $1,448,585 | |
| 4 | SAM |
Boston Beer Co Inc
|
2,181 | $502,502 | |
| 5 | TAP |
Molson Coors Beverage Co
|
10,524 | $453,163 | |
| 6 | FMX |
Mexican Economic Development Inc
|
3,795 | $421,472 |
All Filings in STZ
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,063,500 | 247,090 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,973,566 | 130,281 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,619,323 | 153,110 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,749,020 | 127,545 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,759,782 | 113,120 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,419,161 | 228,141 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $61,249,820 | 237,688 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $59,058,881 | 229,551 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $63,158,926 | 232,407 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $54,518,493 | 225,516 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $54,837,692 | 218,190 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $31,595,215 | 128,368 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,651,375 | 109,130 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $35,921 | 155 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $24,941,862 | 107,624 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,871,561 | 103,934 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $23,988,632 | 102,929 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $23,794,819 | 103,312 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $25,689,791 | 102,362 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $21,069 | 100 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $18,514,383 | 87,875 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,389 | 100 | Call | Sole | 2021-08-06 | |
| 2021-06-30 | $11,929,793 | 51,006 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $11,634,384 | 51,028 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $10,669,925 | 48,710 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $10,357,858 | 54,656 | Shares | Sole | 2020-11-13 | |
| 2020-09-30 | $189,510 | 1,000 | Call | Sole | 2020-11-13 | |
| 2020-06-30 | $6,226,820 | 35,592 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,269,340 | 36,756 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||