Private Wealth Management Group, LLC
Position in STZ — Constellation Brands, Inc.
CIK 2011342
PRINCETON, NJ
Position in STZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,206
-$2,144 QoQ
Shares Held
59
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#909
of 1,023 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $12,487 across 3 Beverages - Brewers names. STZ ranks #1 (65.7% of the industry book) .
All Filings in STZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,206 | 59 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,350 | 69 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,139 | 59 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,272 | 54 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,574 | 65 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,011 | 60 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,166 | 46 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $11,853 | 46 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,834 | 46 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,500 | 46 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,120 | 46 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||