Position in STZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$483,894
-$119,856 QoQ
Shares Held
3,479
-13.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#553
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, 2026Allworth Financial LP holds $1,291,356 across 7 Beverages - Brewers names. STZ ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
3,479 | $483,894 | |
| 2 | TAP |
Molson Coors Beverage Co
|
9,119 | $355,276 | |
| 3 | BUD |
Anheuser-Busch InBev SA/NV
|
2,806 | $231,214 | |
| 4 | SAM |
Boston Beer Co Inc
|
540 | $95,596 | |
| 5 | ABEV |
Ambev S.A.
|
22,993 | $72,198 | |
| 6 | FMX |
Mexican Economic Development Inc
|
403 | $51,543 | |
| 7 | CCU |
United Breweries Co Inc
|
146 | $1,635 |
All Filings in STZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,894 | 3,479 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $603,750 | 4,025 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $880,874 | 6,385 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,135,133 | 8,429 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,392,215 | 8,558 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,340,613 | 7,305 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,625,897 | 7,357 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,880,621 | 7,298 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,872,483 | 7,278 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $658,746 | 2,424 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $615,979 | 2,548 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $558,706 | 2,223 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $533,609 | 2,168 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $499,894 | 2,213 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $525,840 | 2,269 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $510,348 | 2,222 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $248,908 | 1,068 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $240,684 | 1,045 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $259,502 | 1,034 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $220,381 | 1,046 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $204,185 | 873 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $204,060 | 895 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $195,611 | 893 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $168,663 | 890 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $155,005 | 886 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $126,586 | 883 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||