Position in STZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,490,677
+$6,640,477 QoQ
Shares Held
140,130
+63.6% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 1,027 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $35,719,389 across 6 Beverages - Brewers names. STZ ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
140,130 | $19,490,677 | |
| 2 | SAM |
Boston Beer Co Inc
|
32,567 | $5,765,335 | |
| 3 | ABEV |
Ambev S.A.
|
1,692,184 | $5,313,456 | |
| 4 | TAP |
Molson Coors Beverage Co
|
74,168 | $2,889,582 | |
| 5 | BUD |
Anheuser-Busch InBev SA/NV
|
22,410 | $1,846,583 | |
| 6 | FMX |
Mexican Economic Development Inc
|
3,235 | $413,756 |
All Filings in STZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,490,677 | 140,130 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,850,200 | 85,668 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,490,384 | 25,300 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,290,447 | 31,859 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,266,412 | 56,961 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $15,823,090 | 86,220 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $47,618,428 | 215,468 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $203,955,190 | 791,475 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $245,392,118 | 953,794 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $257,879,855 | 948,925 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $235,669,259 | 974,847 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $309,924,570 | 1,233,138 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $302,237,791 | 1,227,960 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $297,201,663 | 1,315,692 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $322,243,274 | 1,390,478 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $321,656,730 | 1,400,456 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $333,283,020 | 1,430,031 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $336,070,272 | 1,459,145 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $374,742,126 | 1,493,175 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $327,009,417 | 1,552,088 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $369,738,687 | 1,580,823 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $378,309,456 | 1,659,252 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $349,517,930 | 1,595,608 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $279,527,436 | 1,475,001 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $258,121,577 | 1,475,402 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $208,759,252 | 1,456,189 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||