Position in STZ
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$273,997,800
+$34,207,594 QoQ
Shares Held
1,826,652
+5.1% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74.6327160291068.ToString("F0")%
Shared 19.458824121945504.ToString("F0")%
None 5.908459848947692.ToString("F0")%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $759,452,084 across 7 Beverages - Brewers names. STZ ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAP |
Molson Coors Beverage Co
|
8,363,157 | $360,117,538 | |
| 2 | STZ |
Constellation Brands, Inc.
This page
|
1,826,652 | $273,997,800 | |
| 3 | SAM |
Boston Beer Co Inc
|
273,612 | $63,040,204 | |
| 4 | ABEV |
Ambev S.A.
|
10,240,752 | $29,902,995 | |
| 5 | FMX |
Mexican Economic Development Inc
|
197,032 | $21,882,372 | |
| 6 | BUD |
Anheuser-Busch InBev SA/NV
|
121,435 | $8,423,945 | |
| 7 | CCU |
United Breweries Co Inc
|
183,897 | $2,087,230 |
All Filings in STZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $124,232,169 | 710,101 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $102,122,496 | 712,350 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||