Position in STZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,939,470
+$508,320 QoQ
Shares Held
13,944
+46.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#319
of 1,023 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, 2026Integrated Wealth Concepts LLC holds $3,600,184 across 7 Beverages - Brewers names. STZ ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
13,944 | $1,939,470 | |
| 2 | TAP |
Molson Coors Beverage Co
|
24,125 | $939,910 | |
| 3 | BUD |
Anheuser-Busch InBev SA/NV
|
3,796 | $312,790 | |
| 4 | FMX |
Mexican Economic Development Inc
|
1,735 | $221,906 | |
| 5 | ABEV |
Ambev S.A.
|
29,761 | $93,449 | |
| 6 | SAM |
Boston Beer Co Inc
|
489 | $86,567 | |
| 7 | CCU |
United Breweries Co Inc
|
544 | $6,092 |
All Filings in STZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,939,470 | 13,944 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,431,150 | 9,541 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $606,196 | 4,394 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,054,331 | 7,829 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,537,000 | 9,448 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,154,891 | 11,742 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,673,879 | 12,099 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,667,349 | 10,351 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,729,226 | 10,608 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,803,747 | 10,317 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,844,188 | 11,765 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,010,430 | 11,978 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,010,169 | 12,230 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,854,120 | 12,635 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,642,412 | 7,087 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,346,154 | 5,861 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,397,660 | 5,997 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,368,791 | 5,943 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,871,483 | 7,457 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,465,348 | 6,955 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,112,380 | 4,756 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $983,136 | 4,312 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $815,961 | 3,725 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $697,965 | 3,683 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $583,633 | 3,336 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $356,249 | 2,485 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||