ACTION POINT FINANCIAL PLANNING, LLC

Position in STZ — Constellation Brands, Inc.

CIK 2116119 GRAND RAPIDS, MI

Position in STZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,829

New position

Shares Held

157

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#840

of 1,026 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $44,436 across 5 Beverages - Brewers names. STZ ranks #1 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc. This page	157	$21,829
2	BUD	Anheuser-Busch InBev SA/NV	174	$14,335
3	TAP	Molson Coors Beverage Co	89	$3,463
4	FMX	Mexican Economic Development Inc	21	$2,685
5	SAM	Boston Beer Co Inc	12	$2,124

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,829	157	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.