Position in STZ
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,042,400
+$413,980 QoQ
Shares Held
33,616
+0.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 89.2012494422133.ToString("F0")%
Shared 0.ToString("F0")%
None 10.798750557786702.ToString("F0")%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026Ethic Inc. holds $14,767,701 across 5 Beverages - Brewers names. STZ ranks #2 (34.1% of the industry book) .
All Filings in STZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,042,400 | 33,616 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,628,420 | 33,549 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,033,097 | 29,948 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,389,425 | 33,129 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,569,832 | 35,799 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,773,208 | 30,648 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,806,203 | 30,293 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,831,603 | 30,440 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,232,425 | 30,293 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,051,605 | 29,169 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,947,012 | 27,641 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,143,404 | 24,960 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,409,146 | 19,519 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,108,231 | 13,412 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,543,219 | 6,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,372,024 | 5,887 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,851,312 | 8,038 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $227,629 | 907 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $390,201 | 2,059 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $311,411 | 1,780 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $235,827 | 1,645 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||