Position in STZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$649,133
+$20,783 QoQ
Shares Held
4,667
+11.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#503
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)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Larson Financial Group LLC holds $977,394 across 6 Beverages - Brewers names. STZ ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
4,667 | $649,133 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
3,412 | $281,148 | |
| 3 | SAM |
Boston Beer Co Inc
|
141 | $24,961 | |
| 4 | TAP |
Molson Coors Beverage Co
|
300 | $11,688 | |
| 5 | FMX |
Mexican Economic Development Inc
|
77 | $9,848 | |
| 6 | CCU |
United Breweries Co Inc
|
55 | $616 |
All Filings in STZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,133 | 4,667 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $628,350 | 4,189 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $498,035 | 3,610 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $473,634 | 3,517 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $588,088 | 3,615 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $625,436 | 3,408 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,691 | 71 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,192 | 90 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,325 | 79 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $16,033 | 59 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,263 | 59 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $13,823 | 55 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,537 | 55 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $11,520 | 51 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $19,930 | 86 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,837 | 8 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,864 | 8 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,842 | 8 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,007 | 8 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,685 | 8 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,871 | 8 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,824 | 8 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,542 | 39 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $7,390 | 39 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $9,447 | 54 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $7,454 | 52 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||