Position in STZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$417
-$1,383 QoQ
Shares Held
3
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,012
of 1,023 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Asset Dedication, LLC holds $13,942 across 3 Beverages - Brewers names. STZ ranks #2 (3.0% of the industry book) .
All Filings in STZ
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417 | 3 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,800 | 12 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $17,520 | 127 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $19,796 | 147 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $23,913 | 147 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $21,104 | 115 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $25,415 | 115 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $29,634 | 115 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $35,504 | 138 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $32,067 | 118 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $33,603 | 139 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $29,656 | 118 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1 | 3 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $1 | 3 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,854 | 8 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $689 | 3 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $699 | 3 | Shares | Sole | 2022-07-19 | |
| 2020-09-30 | $12,507 | 66 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||