Position in STZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,055
+$455 QoQ
Shares Held
137
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#849
of 1,023 holders
Holding Since
Dec 2024
7 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, 2026Rialto Wealth Management, LLC holds $19,483 across 2 Beverages - Brewers names. STZ ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
137 | $19,055 | |
| 2 | TAP |
Molson Coors Beverage Co
|
11 | $428 |
All Filings in STZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,055 | 137 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,600 | 124 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,141 | 117 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $22,085 | 164 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $29,282 | 180 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $32,299 | 176 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $36,686 | 166 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||