Position in STZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$152,859
-$37,491 QoQ
Shares Held
1,099
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#735
of 1,023 holders
Holding Since
Sep 2024
8 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, 2026New Age Alpha Advisors, LLC holds $257,817 across 2 Beverages - Brewers names. STZ ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
1,099 | $152,859 | |
| 2 | TAP |
Molson Coors Beverage Co
|
2,694 | $104,958 |
All Filings in STZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,859 | 1,099 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $190,350 | 1,269 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $409,603 | 2,969 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $446,431 | 3,315 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $623,552 | 3,833 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,003 | 109 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,100 | 100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,492 | 64 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||