Sequoia Financial Advisors, LLC

Position in STZ — Constellation Brands, Inc.

CIK 1599900 Akron, OH

Position in STZ

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$677,368

-$42,182 QoQ

Shares Held

4,870

+1.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#495

of 1,026 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $5,909,917 across 5 Beverages - Brewers names. STZ ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BUD	Anheuser-Busch InBev SA/NV	36,875	$3,038,500
2	TAP	Molson Coors Beverage Co	28,795	$1,121,853
3	STZ	Constellation Brands, Inc. This page	4,870	$677,368
4	FMX	Mexican Economic Development Inc	4,789	$612,513
5	ABEV	Ambev S.A.	146,396	$459,683

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,368	4,870	+1.5%	Shares	Sole	2026-07-17
2026-03-31	$719,550	4,797	+4.2%	Shares	Sole	2026-04-30
2025-12-31	$635,029	4,603	+77.9%	Shares	Sole	2026-02-03
2025-09-30	$348,391	2,587	-11.0%	Shares	Sole	2025-10-29
2025-06-30	$472,910	2,907	+13.4%	Shares	Sole	2025-07-25
2025-03-31	$470,545	2,564	-54.3%	Shares	Sole	2025-04-23
2024-12-31	$1,240,915	5,615	+13.2%	Shares	Sole	2025-08-08
2024-09-30	$1,278,400	4,961	+13.1%	Shares	Sole	2024-10-21
2024-06-30	$1,128,944	4,388	+18.6%	Shares	Sole	2024-07-15
2024-03-31	$1,005,240	3,699	-61.5%	Shares	Sole	2024-04-30
2023-12-31	$2,323,459	9,611	+233.9%	Shares	Sole	2024-01-26
2023-09-30	$723,327	2,878	+0.7%	Shares	Sole	2023-11-08
2023-06-30	$703,439	2,858	+46.0%	Shares	Sole	2023-08-08
2023-03-31	$442,292	1,958	-47.5%	Shares	Sole	2023-04-25
2022-12-31	$863,500	3,726	+146.4%	Shares	Sole	2023-02-10
2022-09-30	$347,276	1,512	+3.5%	Shares	Sole	2022-10-26
2022-06-30	$340,500	1,461	-53.6%	Shares	Sole	2022-07-22
2022-03-31	$725,277	3,149	+17.6%	Shares	Sole	2022-05-13
2021-12-31	$672,097	2,678	+2.2%	Shares	Sole	2022-02-22
2021-09-30	$552,007	2,620	-14.9%	Shares	Sole	2021-10-26
2021-06-30	$720,147	3,079	+1.8%	Shares	Sole	2021-07-27
2021-03-31	$689,700	3,025	-0.4%	Shares	Sole	2021-05-14
2020-12-31	$665,035	3,036	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.