Transamerica Financial Advisors, LLC
Position in STZ — Constellation Brands, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in STZ
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$123,372
-$15,378 QoQ
Shares Held
887
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#747
of 1,023 holders
Holding Since
Jun 2020
12 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, 2026Transamerica Financial Advisors, LLC holds $141,018 across 5 Beverages - Brewers names. STZ ranks #1 (87.5% of the industry book) .
All Filings in STZ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,372 | 887 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $138,750 | 925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,221 | 509 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,968 | 475 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,205 | 32 | Shares | Sole | 2025-08-14 | |
| 2023-09-30 | $10,555 | 42 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,337 | 42 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,487 | 42 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $229 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $233 | 1 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $10,497 | 60 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||