Position in STZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$30,043
-$14,207 QoQ
Shares Held
216
-26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#820
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, 2026Bruce G. Allen Investments, LLC holds $31,445 across 2 Beverages - Brewers names. STZ ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
216 | $30,043 | |
| 2 | TAP |
Molson Coors Beverage Co
|
36 | $1,402 |
All Filings in STZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,043 | 216 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $44,250 | 295 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $42,215 | 306 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $23,567 | 175 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $33,349 | 205 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $37,438 | 204 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $55,692 | 252 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $66,226 | 257 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $67,921 | 264 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $25,817 | 95 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $22,966 | 95 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||