Position in STZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$664,012
-$241,388 QoQ
Shares Held
4,774
-20.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#499
of 1,026 holders
Holding Since
Jun 2023
13 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, 2026Merit Financial Group, LLC holds $3,566,979 across 4 Beverages - Brewers names. STZ ranks #3 (18.6% of the industry book) .
All Filings in STZ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,012 | 4,774 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $905,400 | 6,036 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $740,704 | 5,369 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $433,770 | 3,221 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $623,389 | 3,832 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $570,747 | 3,110 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $501,891 | 2,271 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $251,247 | 975 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $398,526 | 1,549 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $302,740 | 1,114 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $244,167 | 1,010 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $314,162 | 1,250 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $262,620 | 1,067 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||