Cape Investment Advisory, Inc.
Position in STZ — Constellation Brands, Inc.
CIK 1944437
MCDONOUGH, GA
Position in STZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,980
+$2,118 QoQ
Shares Held
43
+53.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#925
of 1,026 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $96,111 across 6 Beverages - Brewers names. STZ ranks #4 (6.2% of the industry book) .
All Filings in STZ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,980 | 43 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $3,862 | 28 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,750 | 13 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $5,043 | 31 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $5,322 | 29 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,409 | 29 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,442 | 25 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,087 | 12 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,261 | 12 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $2,901 | 12 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,015 | 12 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $2,953 | 12 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $2,710 | 12 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||