Position in STZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$948,871
-$178,979 QoQ
Shares Held
6,822
-9.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#434
of 1,023 holders
Holding Since
Mar 2020
19 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, 2026Western Wealth Management, LLC holds $948,871 across 1 Beverages - Brewers name. STZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
6,822 | $948,871 |
All Filings in STZ
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,871 | 6,822 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,127,850 | 7,519 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $201,110 | 910 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,272,215 | 4,937 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $294,842 | 1,146 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $311,165 | 1,145 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,218,903 | 5,042 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,280,023 | 5,093 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,208,252 | 4,909 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,050,162 | 4,649 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,027,811 | 4,435 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,277,709 | 5,563 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,129,641 | 4,847 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,063,617 | 4,618 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $286,858 | 1,143 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $902,113 | 3,857 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $456,228 | 2,001 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $200,430 | 915 | Shares | Sole | 2021-02-10 | |
| 2020-03-31 | $272,527 | 1,901 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||