HARBOR INVESTMENT ADVISORY, LLC
Position in STZ — Constellation Brands, Inc.
CIK 1468792
LUTHERVILLE, MD
Position in STZ
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$66,763
-$4,637 QoQ
Shares Held
480
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#777
of 1,023 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $79,155 across 2 Beverages - Brewers names. STZ ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
480 | $66,763 | |
| 2 | SAM |
Boston Beer Co Inc
|
70 | $12,392 |
All Filings in STZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,763 | 480 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $71,400 | 476 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $144,306 | 1,046 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $84,303 | 626 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $177,971 | 1,094 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $142,595 | 777 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $436,696 | 1,976 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $832,338 | 3,230 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $961,969 | 3,739 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $986,760 | 3,631 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $472,137 | 1,953 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $491,350 | 1,955 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $502,843 | 2,043 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $461,719 | 2,044 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $453,998 | 1,959 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $415,261 | 1,808 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $420,207 | 1,803 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $386,476 | 1,678 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $458,773 | 1,828 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $495,332 | 2,351 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $921,994 | 3,942 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $685,596 | 3,007 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $112,372 | 513 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $47,946 | 253 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $105,494 | 603 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $647,843 | 4,519 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||