Position in STZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,651,750
+$377,961 QoQ
Shares Held
24,345
+2.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 53.23064284247279.ToString("F0")%
Shared 0.1643047853768741.ToString("F0")%
None 46.60505237215034.ToString("F0")%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026Pathstone Holdings, LLC holds $14,876,080 across 5 Beverages - Brewers names. STZ ranks #2 (24.5% of the industry book) .
All Filings in STZ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,651,750 | 24,345 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,273,789 | 23,730 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,537,451 | 18,842 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,691,046 | 22,689 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,062,214 | 22,135 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,044,325 | 22,825 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,424,983 | 24,933 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $5,982,273 | 23,252 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,964,586 | 21,948 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,818,921 | 24,070 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||