Position in STZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$703,656
-$43,494 QoQ
Shares Held
5,059
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#485
of 1,026 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $1,406,728 across 6 Beverages - Brewers names. STZ ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
5,059 | $703,656 | |
| 2 | ABEV |
Ambev S.A.
|
115,828 | $363,699 | |
| 3 | FMX |
Mexican Economic Development Inc
|
920 | $117,668 | |
| 4 | TAP |
Molson Coors Beverage Co
|
2,981 | $116,139 | |
| 5 | BUD |
Anheuser-Busch InBev SA/NV
|
946 | $77,950 | |
| 6 | SAM |
Boston Beer Co Inc
|
156 | $27,616 |
All Filings in STZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,656 | 5,059 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $747,150 | 4,981 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $808,583 | 5,861 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $300,448 | 2,231 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $66,536 | 409 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,057,258 | 5,761 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $464,542 | 2,102 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,939,632 | 7,527 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,006,269 | 7,798 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,189,298 | 8,056 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,930,857 | 7,987 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,037,783 | 8,108 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,944,673 | 7,901 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,833,097 | 8,115 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,399,539 | 10,354 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,432,108 | 14,943 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,308,985 | 14,198 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,656,922 | 7,194 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,798,200 | 7,165 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,441,330 | 6,841 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,518,647 | 6,493 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,468,548 | 6,441 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,379,138 | 6,296 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,149,567 | 6,066 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $967,998 | 5,533 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $788,193 | 5,498 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||