Position in STZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,407
-$26,243 QoQ
Shares Held
233
-40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#815
of 1,026 holders
Holding Since
Sep 2022
16 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, 2026Clearstead Trust, LLC holds $37,540 across 2 Beverages - Brewers names. STZ ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
233 | $32,407 | |
| 2 | SAM |
Boston Beer Co Inc
|
29 | $5,133 |
All Filings in STZ
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,407 | 233 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $58,650 | 391 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $75,602 | 548 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $64,641 | 480 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $153,081 | 941 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $189,025 | 1,030 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $230,724 | 1,044 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,776 | 166 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $42,708 | 166 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $50,275 | 185 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,593 | 19 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,775 | 19 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,676 | 19 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,291 | 19 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $70,220 | 303 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,363 | 19 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||