Position in STZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$253,561
-$14,189 QoQ
Shares Held
1,823
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#679
of 1,023 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Diversified Trust Co holds $1,435,357 across 2 Beverages - Brewers names. STZ ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMX |
Mexican Economic Development Inc
|
9,240 | $1,181,796 | |
| 2 | STZ |
Constellation Brands, Inc.
This page
|
1,823 | $253,561 |
All Filings in STZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,561 | 1,823 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $267,750 | 1,785 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $278,403 | 2,018 | Shares | Sole | 2026-01-09 | |
| 2024-12-31 | $203,541 | 921 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $239,394 | 929 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $225,120 | 875 | Shares | Sole | 2024-07-16 | |
| 2022-09-30 | $487,610 | 2,123 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $203,461 | 873 | Shares | Sole | 2022-07-12 | |
| 2021-03-31 | $265,392 | 1,164 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $260,888 | 1,191 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $225,706 | 1,191 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||