Position in STZ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$171,801,000
+$19,909,940 QoQ
Shares Held
1,145,340
+4.0% QoQ
Ownership
0.671%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82.38444479368572.ToString("F0")%
Shared 0.ToString("F0")%
None 17.615555206314284.ToString("F0")%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Derivatives in STZ
reported options exposure · as of Mar 31, 2026CallValue
$240,000
CallShares
1,600
PutValue
$240,000
PutShares
1,600
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 Mar 31, 2026UBS Group AG holds $388,308,527 across 7 Beverages - Brewers names. STZ ranks #1 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
1,145,340 | $171,801,000 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
1,003,250 | $69,595,451 | |
| 3 | TAP |
Molson Coors Beverage Co
|
1,332,079 | $57,359,319 | |
| 4 | SAM |
Boston Beer Co Inc
|
218,604 | $50,366,360 | |
| 5 | ABEV |
Ambev S.A.
|
6,550,266 | $19,126,775 | |
| 6 | FMX |
Mexican Economic Development Inc
|
155,868 | $17,310,698 | |
| 7 | CCU |
United Breweries Co Inc
|
242,196 | $2,748,924 |
All Filings in STZ
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,801,000 | 1,145,340 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $240,000 | 1,600 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $240,000 | 1,600 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $151,891,060 | 1,100,979 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $5,490,808 | 39,800 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $8,332,784 | 60,400 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $178,514,779 | 1,325,572 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $8,134,068 | 60,400 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $7,824,327 | 58,100 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $205,442,550 | 1,262,863 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $12,070,856 | 74,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $7,401,940 | 45,500 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $141,913,810 | 773,288 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $8,937,424 | 48,700 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $13,048,272 | 71,100 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $7,094,100 | 32,100 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $195,682,682 | 885,442 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $9,569,300 | 43,300 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $1,803,830 | 7,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $210,013,223 | 814,984 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,803,830 | 7,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $202,236,482 | 786,056 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,685,296 | 24,600 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $4,511,216 | 16,600 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $212,333,152 | 781,326 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $155,857,673 | 644,706 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $24,392,575 | 100,900 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $36,480,075 | 150,900 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $42,977,430 | 171,000 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $142,977,111 | 568,882 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $27,394,970 | 109,000 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $26,803,557 | 108,900 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $155,842,622 | 633,172 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $37,141,017 | 150,900 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $51,593,276 | 228,400 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $123,427,648 | 546,406 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $67,676,644 | 299,600 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $46,697,625 | 201,500 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $145,621,501 | 628,356 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $65,631,600 | 283,200 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $25,724,160 | 112,000 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $122,407,724 | 532,949 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $68,398,704 | 297,800 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $149,869,464 | 643,051 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $12,794,994 | 54,900 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $39,969,790 | 171,500 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $1,381,920 | 6,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $174,226,252 | 756,453 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $50,025,504 | 217,200 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $7,278,130 | 29,000 | Call | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||