Position in STZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$72,325,050
+$15,328,257 QoQ
Shares Held
482,167
+16.7% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.46187524239527.ToString("F0")%
Shared 0.ToString("F0")%
None 2.5381247576047303.ToString("F0")%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Derivatives in STZ
reported options exposure · as of Dec 31, 2025CallValue
$1,379,600
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $137,560,593 across 7 Beverages - Brewers names. STZ ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
482,167 | $72,325,050 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
431,591 | $29,939,466 | |
| 3 | ABEV |
Ambev S.A.
|
6,064,755 | $17,709,084 | |
| 4 | TAP |
Molson Coors Beverage Co
|
184,185 | $7,931,004 | |
| 5 | FMX |
Mexican Economic Development Inc
|
68,255 | $7,580,398 | |
| 6 | SAM |
Boston Beer Co Inc
|
5,300 | $1,221,119 | |
| 7 | CCU |
United Breweries Co Inc
|
75,284 | $854,472 |
All Filings in STZ
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,325,050 | 482,167 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,379,600 | 10,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $56,996,793 | 413,140 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $77,386,228 | 574,636 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $122,791,350 | 754,803 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $50,756,160 | 312,000 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $113,251,107 | 617,105 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $164,464,001 | 744,181 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $205,940,692 | 799,180 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $213,447,462 | 829,631 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $200,414,030 | 737,467 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $179,556,184 | 742,735 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $185,694,414 | 738,847 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $175,931 | 700 | Put | Defined | 2023-11-13 | |
| 2023-06-30 | $192,809,378 | 783,364 | Shares | Defined | 2023-08-15 | |
| 2023-06-30 | $172,291 | 700 | Put | Defined | 2023-08-15 | |
| 2023-03-31 | $179,291,374 | 793,711 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $112,945 | 500 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $202,490,866 | 873,747 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $201,619,761 | 877,829 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $207,476,767 | 890,229 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $2,097,540 | 9,000 | Call | Defined | 2022-08-12 | |
| 2022-03-31 | $228,574,173 | 992,420 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $244,734,396 | 975,154 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $216,954,233 | 1,029,732 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $253,113,884 | 1,082,192 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $136,800 | 600 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $256,985,412 | 1,127,129 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $247,260,791 | 1,128,787 | Shares | Defined | 2021-02-09 | |
| 2020-12-31 | $131,430 | 600 | Call | Defined | 2021-02-09 | |
| 2020-09-30 | $215,292,454 | 1,136,048 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $196,986,174 | 1,125,957 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $165,447,617 | 1,154,071 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||