EverSource Wealth Advisors, LLC
Position in STZ — Constellation Brands, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in STZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$104,176
-$264,974 QoQ
Shares Held
749
-69.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#755
of 1,026 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $776,858 across 7 Beverages - Brewers names. STZ ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
3,248 | $267,631 | |
| 2 | TAP |
Molson Coors Beverage Co
|
5,412 | $210,849 | |
| 3 | FMX |
Mexican Economic Development Inc
|
977 | $124,955 | |
| 4 | STZ |
Constellation Brands, Inc.
This page
|
749 | $104,176 | |
| 5 | SAM |
Boston Beer Co Inc
|
223 | $39,475 | |
| 6 | ABEV |
Ambev S.A.
|
8,612 | $27,040 | |
| 7 | CCU |
United Breweries Co Inc
|
244 | $2,732 |
All Filings in STZ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,176 | 749 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $369,150 | 2,461 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $477,061 | 3,458 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $649,376 | 4,822 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $704,727 | 4,332 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $741,416 | 4,040 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $489,736 | 2,216 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $527,487 | 2,047 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $501,693 | 1,950 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $475,577 | 1,750 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $399,851 | 1,654 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $355,881 | 1,416 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $242,436 | 985 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $211,205 | 935 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $202,316 | 873 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $220,719 | 961 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $193,904 | 832 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $177,114 | 769 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $163,882 | 653 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||