UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in STZ — Constellation Brands, Inc.

CIK 1463217 IRVING, TX

Position in STZ

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$803,105

-$327,595 QoQ

Shares Held

5,774

-23.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#459

of 1,023 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $2,464,710 across 4 Beverages - Brewers names. STZ ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BUD	Anheuser-Busch InBev SA/NV	16,051	$1,322,602
2	STZ	Constellation Brands, Inc. This page	5,774	$803,105
3	TAP	Molson Coors Beverage Co	6,810	$265,317
4	ABEV	Ambev S.A.	23,467	$73,686

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$803,105	5,774	-23.4%	Shares	Defined	2026-08-17
2026-03-31	$1,130,700	7,538	+14.1%	Shares	Defined	2026-05-15
2025-12-31	$911,777	6,609	+322.8%	Shares	Defined	2026-02-17
2025-09-30	$210,489	1,563	-45.6%	Shares	Defined	2025-11-14
2025-06-30	$467,542	2,874	-54.6%	Shares	Defined	2025-08-11
2025-03-31	$1,161,498	6,329	+61.7%	Shares	Defined	2025-05-13
2024-12-31	$865,215	3,915	-12.9%	Shares	Defined	2025-02-13
2024-09-30	$1,158,316	4,495	-9.0%	Shares	Defined	2024-11-12
2024-06-30	$1,271,477	4,942	-8.2%	Shares	Defined	2024-08-14
2024-03-31	$1,462,884	5,383	-2.0%	Shares	Defined	2024-05-15
2023-12-31	$1,328,174	5,494	+312.2%	Shares	Defined	2024-02-14
2023-09-30	$335,022	1,333	+12.5%	Shares	Defined	2023-11-14
2023-06-30	$291,664	1,185	-45.7%	Shares	Defined	2023-08-14
2023-03-31	$493,117	2,183	+15.3%	Shares	Defined	2023-08-15
2022-12-31	$438,934	1,894	+31.3%	Shares	Defined	2023-02-15
2022-09-30	$331,198	1,442	-12.8%	Shares	Defined	2022-11-14
2022-06-30	$385,481	1,654	+6.6%	Shares	Defined	2022-08-11
2022-03-31	$357,456	1,552	+2.9%	Shares	Defined	2022-05-16
2021-12-31	$378,462	1,508	+4.6%	Shares	Defined	2022-02-14
2021-09-30	$303,604	1,441	-11.8%	Shares	Defined	2021-11-15
2021-06-30	$382,176	1,634	-11.4%	Shares	Defined	2021-08-13
2021-03-31	$420,660	1,845	+4.1%	Shares	Defined	2021-05-14
2020-12-31	$388,156	1,772	+6.5%	Shares	Defined	2021-02-17
2020-09-30	$315,344	1,664	-2.6%	Shares	Defined	2020-11-13
2020-06-30	$298,989	1,709	-9.2%	Shares	Defined	2020-08-13
2020-03-31	$269,803	1,882	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.