Position in STZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$215,896,746
-$58,101,054 QoQ
Shares Held
1,552,209
-15.0% QoQ
Ownership
0.909%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#22
of 1,026 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 22%
None 6%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $678,696,792 across 7 Beverages - Brewers names. STZ ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAP |
Molson Coors Beverage Co
|
8,828,265 | $343,949,202 | |
| 2 | STZ |
Constellation Brands, Inc.
This page
|
1,552,209 | $215,896,746 | |
| 3 | SAM |
Boston Beer Co Inc
|
320,885 | $56,806,271 | |
| 4 | ABEV |
Ambev S.A.
|
9,877,828 | $31,016,378 | |
| 5 | FMX |
Mexican Economic Development Inc
|
145,847 | $18,653,829 | |
| 6 | BUD |
Anheuser-Busch InBev SA/NV
|
125,074 | $10,306,097 | |
| 7 | CCU |
United Breweries Co Inc
|
184,667 | $2,068,269 |
All Filings in STZ
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,896,746 | 1,552,209 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $273,997,800 | 1,826,652 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $239,790,206 | 1,738,114 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $249,770,562 | 1,854,686 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $292,376,952 | 1,797,252 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $310,851,128 | 1,693,827 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $357,498,661 | 1,617,641 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $343,588,123 | 1,333,339 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $257,879,975 | 1,002,332 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $206,632,712 | 760,350 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $154,645,056 | 639,690 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $185,306,361 | 737,303 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $179,890,261 | 730,875 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $166,455,628 | 736,888 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $170,017,823 | 733,626 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $173,337,427 | 754,691 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $175,885,485 | 754,679 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $174,104,185 | 755,923 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $228,525,501 | 910,569 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $203,222,092 | 964,555 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $225,531,706 | 964,264 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $205,042,908 | 899,311 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $163,571,206 | 746,730 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $139,145,064 | 734,236 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 STZ-B | — | 6,226 | Shares | Sole | 2020-08-13 | |
| 2020-06-30 | $124,232,169 | 710,101 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 STZ-B | — | 14,843 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $102,122,496 | 712,350 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||