ELEVATION WEALTH PARTNERS, LLC
Position in STZ — Constellation Brands, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in STZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,616
-$1,634 QoQ
Shares Held
26
-25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#950
of 1,023 holders
Holding Since
Dec 2024
7 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $22,359 across 4 Beverages - Brewers names. STZ ranks #2 (16.2% of the industry book) .
All Filings in STZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,616 | 26 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,250 | 35 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,828 | 35 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,501 | 26 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,229 | 26 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,771 | 26 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,746 | 26 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||