Concord Wealth Partners

Position in STZ — Constellation Brands, Inc.

CIK 1814214 ABINGDON, VA

Position in STZ

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$27,818

+$226 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#827

of 1,026 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $45,521 across 2 Beverages - Brewers names. STZ ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	STZ	Constellation Brands, Inc. This page	200	$27,818
2	SAM	Boston Beer Co Inc	100	$17,703

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,818	200	0.0%	Shares	Sole	2026-07-27
2025-12-31	$27,592	200	0.0%	Shares	Sole	2026-01-29
2025-09-30	$26,934	200	-51.2%	Shares	Sole	2025-11-05
2025-06-30	$66,698	410	+105.0%	Shares	Sole	2025-07-25
2025-03-31	$36,704	200	0.0%	Shares	Sole	2025-05-02
2024-12-31	$44,200	200	0.0%	Shares	Sole	2025-01-24
2024-09-30	$51,538	200	0.0%	Shares	Sole	2024-10-24
2024-06-30	$51,456	200	0.0%	Shares	Sole	2024-07-31
2024-03-31	$54,352	200	-13.8%	Shares	Sole	2024-04-30
2023-12-31	$56,086	232	-9.7%	Shares	Sole	2024-04-30
2023-09-30	$64,591	257	0.0%	Shares	Sole	2024-04-30
2023-06-30	$63,255	257	0.0%	Shares	Sole	2023-08-08
2023-03-31	$58,053	257	-7.2%	Shares	Sole	2023-04-26
2022-12-31	$64,194	277	-13.4%	Shares	Sole	2023-01-30
2022-06-30	$74,579	320	0.0%	Shares	Sole	2022-08-04
2022-03-31	$73,702	320	+3.2%	Shares	Sole	2022-04-20
2021-12-31	$77,800	310	+27.6%	Shares	Sole	2022-01-21
2021-09-30	$51,197	243	-23.3%	Shares	Sole	2021-11-09
2021-06-30	$74,143	317	+21.0%	Shares	Sole	2021-07-29
2021-03-31	$59,736	262	+31.0%	Shares	Sole	2021-05-13
2020-12-31	$43,810	200	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.