Valued Wealth Advisors LLC

Position in STZ — Constellation Brands, Inc.

CIK 2007175 HOLLADAY, UT

Position in STZ

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$417

-$633 QoQ

Shares Held

-57.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,011

of 1,023 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Valued Wealth Advisors LLC holds $1,772 across 3 Beverages - Brewers names. STZ ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAM	Boston Beer Co Inc	7	$1,239
2	STZ	Constellation Brands, Inc. This page	3	$417
3	TAP	Molson Coors Beverage Co	3	$116

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417	3	-57.1%	Shares	Sole	2026-07-21
2026-03-31	$1,050	7	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.