Physician Wealth Advisors, Inc.
Position in STZ — Constellation Brands, Inc.
CIK 1795173
MIDVALE, UT
Position in STZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,146
-$2,504 QoQ
Shares Held
37
-27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#934
of 1,023 holders
Holding Since
Mar 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $52,806 across 7 Beverages - Brewers names. STZ ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMX |
Mexican Economic Development Inc
|
190 | $24,301 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
117 | $9,640 | |
| 3 | TAP |
Molson Coors Beverage Co
|
157 | $6,116 | |
| 4 | STZ |
Constellation Brands, Inc.
This page
|
37 | $5,146 | |
| 5 | ABEV |
Ambev S.A.
|
1,190 | $3,736 | |
| 6 | SAM |
Boston Beer Co Inc
|
19 | $3,363 | |
| 7 | CCU |
United Breweries Co Inc
|
45 | $504 |
All Filings in STZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,146 | 37 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,650 | 51 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,863 | 57 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,716 | 87 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $917 | 5 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||