Beacon Financial Strategies CORP
Position in STZ — Constellation Brands, Inc.
CIK 2084239
RALEIGH, NC
Position in STZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$16,551
-$1,299 QoQ
Shares Held
119
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#858
of 1,023 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $28,234 across 2 Beverages - Brewers names. STZ ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
119 | $16,551 | |
| 2 | SAM |
Boston Beer Co Inc
|
66 | $11,683 |
All Filings in STZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,551 | 119 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $17,850 | 119 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,417 | 119 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||