CAPTRUST FINANCIAL ADVISORS

Position in STZ — Constellation Brands, Inc.

CIK 1512024 RALEIGH, NC

Position in STZ

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,869,050

+$515,039 QoQ

Shares Held

19,127

+12.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 46.630417734093164.ToString("F0")% Shared 0.ToString("F0")% None 53.369582265906836.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $14,513,558 across 6 Beverages - Brewers names. STZ ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABEV	Ambev S.A.	1,917,882	$5,600,215
2	STZ	Constellation Brands, Inc. This page	19,127	$2,869,050
3	FMX	Mexican Economic Development Inc	21,345	$2,370,575
4	BUD	Anheuser-Busch InBev SA/NV	31,031	$2,152,620
5	TAP	Molson Coors Beverage Co	17,807	$766,769
6	SAM	Boston Beer Co Inc	3,274	$754,329

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,869,050	19,127	+12.1%	Shares	Sole	2026-05-15
2025-12-31	$2,354,011	17,063	-4.9%	Shares	Sole	2026-02-17
2025-09-30	$2,416,114	17,941	+91.0%	Shares	Sole	2025-11-19
2025-06-30	$1,528,378	9,395	-15.1%	Shares	Sole	2025-08-15
2025-03-31	$2,029,731	11,060	-35.8%	Shares	Sole	2025-05-15
2024-12-31	$3,809,156	17,236	-2.5%	Shares	Sole	2025-02-14
2024-09-30	$4,554,928	17,676	-4.2%	Shares	Sole	2024-11-14
2024-06-30	$4,746,558	18,449	-5.5%	Shares	Sole	2024-08-15
2024-03-31	$5,304,211	19,518	-17.3%	Shares	Sole	2024-05-15
2023-12-31	$5,708,201	23,612	+8.2%	Shares	Sole	2024-02-14
2023-09-30	$5,482,261	21,813	-4.3%	Shares	Sole	2023-11-15
2023-06-30	$5,607,825	22,784	+46.7%	Shares	Sole	2023-08-15
2023-03-31	$3,508,749	15,533	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$3,624,801	15,641	-5.1%	Shares	Sole	2023-02-15
2022-09-30	$3,785,585	16,482	+27.7%	Shares	Sole	2022-11-16
2022-06-30	$3,008,105	12,907	+20.3%	Shares	Sole	2022-08-23
2022-03-31	$2,470,182	10,725	+26.9%	Shares	Sole	2022-05-16
2021-12-31	$2,121,449	8,453	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$1,755,890	8,334	-7.2%	Shares	Sole	2021-11-16
2021-06-30	$2,099,864	8,978	+2.8%	Shares	Sole	2021-08-16
2021-03-31	$1,990,896	8,732	+56.4%	Shares	Sole	2021-05-17
2020-12-31	$1,222,956	5,583	+3.7%	Shares	Sole	2021-02-16
2020-09-30	$1,019,942	5,382	-2.6%	Shares	Sole	2020-11-17
2020-06-30	$966,248	5,523	+16.7%	Shares	Sole	2020-08-14
2020-03-31	$678,236	4,731	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.