Position in STZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,776,636
-$777,964 QoQ
Shares Held
70,290
-0.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#152
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)
Derivatives in STZ
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,500
PutShares
200
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 Jun 30, 2026Cetera Investment Advisers holds $21,426,128 across 6 Beverages - Brewers names. STZ ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
70,290 | $9,776,636 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
85,399 | $7,036,877 | |
| 3 | ABEV |
Ambev S.A.
|
788,519 | $2,475,949 | |
| 4 | TAP |
Molson Coors Beverage Co
|
30,043 | $1,170,475 | |
| 5 | FMX |
Mexican Economic Development Inc
|
5,503 | $703,833 | |
| 6 | SAM |
Boston Beer Co Inc
|
1,482 | $262,358 |
All Filings in STZ
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,776,636 | 70,290 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,554,600 | 70,364 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,807,642 | 63,842 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,513,179 | 48,364 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,005,169 | 36,914 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,357,316 | 34,641 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $1,500 | 200 | Put | Sole | 2025-05-06 | |
| 2024-12-31 | $9,184,981 | 41,561 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,899,608 | 46,178 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,459,508 | 44,541 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $11,064,980 | 40,716 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $4,314,270 | 17,846 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,744,859 | 18,879 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,728,649 | 19,212 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,680,892 | 20,722 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,943,922 | 21,333 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,359,759 | 14,628 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,947,803 | 16,939 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,921,428 | 17,026 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,232,107 | 16,863 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,757,234 | 17,833 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,310,826 | 18,431 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,083,024 | 17,908 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,850,241 | 17,577 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,256,830 | 6,632 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,304,777 | 7,458 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,105,592 | 7,712 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||