Position in STZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,031,448
-$2,498,652 QoQ
Shares Held
72,122
-13.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#148
of 1,026 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Derivatives in STZ
reported options exposure · as of Dec 31, 2020CallValue
$3,000
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $43,365,009 across 7 Beverages - Brewers names. STZ ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
224,061 | $18,462,626 | |
| 2 | STZ |
Constellation Brands, Inc.
This page
|
72,122 | $10,031,448 | |
| 3 | TAP |
Molson Coors Beverage Co
|
136,414 | $5,314,688 | |
| 4 | FMX |
Mexican Economic Development Inc
|
28,502 | $3,645,404 | |
| 5 | ABEV |
Ambev S.A.
|
1,146,398 | $3,599,688 | |
| 6 | SAM |
Boston Beer Co Inc
|
12,350 | $2,186,320 | |
| 7 | CCU |
United Breweries Co Inc
|
11,146 | $124,835 |
All Filings in STZ
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,031,448 | 72,122 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,530,100 | 83,534 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,379,768 | 82,486 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,149,419 | 60,514 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,060,781 | 61,844 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,696,277 | 31,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,941,072 | 54,032 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,362,771 | 51,856 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $13,761,128 | 53,487 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $14,219,841 | 52,325 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,411,686 | 51,341 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,028,989 | 79,692 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $12,238,813 | 49,725 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $12,333,819 | 54,601 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,960,387 | 55,924 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,656,057 | 55,103 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,639,603 | 58,524 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,485,696 | 58,552 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,213,786 | 16,790 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,610,383 | 17,136 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,046,998 | 17,303 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,228,716 | 18,547 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,641,925 | 16,626 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $3,000 | 100 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $3,204,993 | 16,912 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $1,000 | 100 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $3,247,246 | 18,561 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,925,547 | 20,407 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||