Position in STZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$105,291
-$36,759 QoQ
Shares Held
757
-20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#754
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)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $478,231 across 5 Beverages - Brewers names. STZ ranks #2 (22.0% of the industry book) .
All Filings in STZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,291 | 757 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $142,050 | 947 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $119,197 | 864 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $111,102 | 825 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $165,933 | 1,020 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $631,125 | 3,439 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,182,129 | 5,349 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,645,350 | 6,385 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,272,506 | 4,946 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,324,558 | 4,874 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,273,055 | 5,266 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,540,401 | 6,129 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,854,835 | 7,536 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,809,830 | 8,012 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,879,029 | 8,108 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,315,404 | 10,081 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,361,363 | 10,132 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,386,575 | 10,362 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,557,384 | 10,190 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,013,775 | 9,558 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $961,054 | 4,109 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $956,232 | 4,194 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $995,582 | 4,545 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,022,974 | 5,398 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,180,562 | 6,748 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $484,556 | 3,380 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||