GREAT VALLEY ADVISOR GROUP, INC.
Position in STZ — Constellation Brands, Inc.
CIK 1769897
WILMINGTON, DE
Position in STZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,598,757
-$17,093 QoQ
Shares Held
18,684
+7.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#289
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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $2,849,608 across 2 Beverages - Brewers names. STZ ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
18,684 | $2,598,757 | |
| 2 | SAM |
Boston Beer Co Inc
|
1,417 | $250,851 |
All Filings in STZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,598,757 | 18,684 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,615,850 | 17,439 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,233,572 | 16,190 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,651,862 | 12,266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,324,703 | 8,143 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,251,606 | 6,820 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,785,092 | 21,652 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $5,345,779 | 20,745 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,954,183 | 19,256 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,697,099 | 17,284 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,002,896 | 16,558 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,344,950 | 13,309 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,411,063 | 5,733 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,247,138 | 5,521 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,085,748 | 4,685 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $996,351 | 4,338 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $949,020 | 4,072 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $892,950 | 3,877 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $842,506 | 3,357 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $696,330 | 3,305 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $765,288 | 3,272 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $748,296 | 3,282 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,091,088 | 4,981 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $952,098 | 5,024 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $936,507 | 5,353 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $580,177 | 4,047 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||