Position in STZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$761,935
-$588,065 QoQ
Shares Held
5,478
-39.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#468
of 1,023 holders
Holding Since
Dec 2023
11 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, 2026Plato Investment Management Ltd holds $796,986 across 2 Beverages - Brewers names. STZ ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
5,478 | $761,935 | |
| 2 | SAM |
Boston Beer Co Inc
|
198 | $35,051 |
All Filings in STZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,935 | 5,478 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,350,000 | 9,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,366,907 | 9,908 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,334,310 | 9,908 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,219,123 | 7,494 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,374,564 | 7,490 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,651,975 | 7,475 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,839,133 | 7,137 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,836,207 | 7,137 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,832,205 | 6,742 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $7,252 | 30 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||