Position in STZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,665,250
-$164,243 QoQ
Shares Held
24,435
-12.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 54.19116860900246.ToString("F0")%
Shared 15.053993371110874.ToString("F0")%
None 30.754838019886666.ToString("F0")%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $27,347,263 across 6 Beverages - Brewers names. STZ ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAM |
Boston Beer Co Inc
|
45,427 | $10,466,380 | |
| 2 | ABEV |
Ambev S.A.
|
3,101,332 | $9,055,889 | |
| 3 | STZ |
Constellation Brands, Inc.
This page
|
24,435 | $3,665,250 | |
| 4 | TAP |
Molson Coors Beverage Co
|
58,916 | $2,536,922 | |
| 5 | BUD |
Anheuser-Busch InBev SA/NV
|
16,652 | $1,155,149 | |
| 6 | FMX |
Mexican Economic Development Inc
|
4,211 | $467,673 |
All Filings in STZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,665,250 | 24,435 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,829,493 | 27,758 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $4,758,563 | 35,335 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $8,780,326 | 53,973 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $12,284,093 | 66,936 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $28,505,685 | 128,985 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $42,534,568 | 165,061 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $57,149,091 | 222,128 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $64,727,252 | 238,178 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $56,595,608 | 234,108 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $47,621,756 | 189,479 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $51,396,373 | 208,818 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $49,212,393 | 217,860 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $45,394,261 | 195,876 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||