SHP Wealth Management

Position in STZ — Constellation Brands, Inc.

CIK 1807060 PLYMOUTH, MA

Position in STZ

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,841

-$1,659 QoQ

Shares Held

-16.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#924

of 1,023 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SHP Wealth Management holds $20,436 across 5 Beverages - Brewers names. STZ ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BUD	Anheuser-Busch InBev SA/NV	133	$10,959
2	STZ	Constellation Brands, Inc. This page	42	$5,841
3	TAP	Molson Coors Beverage Co	43	$1,675
4	FMX	Mexican Economic Development Inc	8	$1,023
5	ABEV	Ambev S.A.	299	$938

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,841	42	-16.0%	Shares	Sole	2026-08-11
2026-03-31	$7,500	50	+66.7%	Shares	Sole	2026-05-08
2025-12-31	$4,138	30	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.