Position in STZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,875
-$2,575 QoQ
Shares Held
71
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#897
of 1,023 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026High Note Wealth, LLC holds $13,550 across 3 Beverages - Brewers names. STZ ranks #1 (72.9% of the industry book) .
All Filings in STZ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,875 | 71 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $12,450 | 83 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,795 | 71 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,022 | 67 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,689 | 78 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,910 | 54 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,691 | 71 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||