Position in STZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$678,341
-$36,259 QoQ
Shares Held
4,877
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#492
of 1,023 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Derivatives in STZ
reported options exposure · as of Sep 30, 2025CallValue
$53,868
CallShares
400
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 Jun 30, 2026HOWE & RUSLING INC holds $930,077 across 2 Beverages - Brewers names. STZ ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
4,877 | $678,341 | |
| 2 | SAM |
Boston Beer Co Inc
|
1,422 | $251,736 |
All Filings in STZ
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,341 | 4,877 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $714,600 | 4,764 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $789,821 | 5,725 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $53,868 | 400 | Call | Sole | 2025-11-05 | |
| 2025-09-30 | $1,726,469 | 12,820 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,287,443 | 14,061 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,958,158 | 16,119 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $12,290,694 | 55,614 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,484,239 | 56,208 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,574,749 | 64,423 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,638,582 | 64,905 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,582,721 | 64,458 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,272,360 | 64,745 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $16,112,653 | 65,464 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,849,105 | 65,736 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,139,994 | 61,014 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $13,799,174 | 60,080 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,024,618 | 60,176 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,742,042 | 59,665 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $14,730,433 | 58,694 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,316,305 | 58,457 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $233,890 | 1,000 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $13,610,526 | 58,192 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,208,268 | 57,931 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $12,551,126 | 57,298 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $10,812,872 | 57,057 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,612,117 | 60,658 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $8,193,597 | 57,154 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||