Clearstead Advisors, LLC

Position in STZ — Constellation Brands, Inc.

CIK 842775 CLEVELAND, OH

Position in STZ

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$93,051

-$7,599 QoQ

Shares Held

669

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#758

of 1,023 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clearstead Advisors, LLC holds $472,989 across 5 Beverages - Brewers names. STZ ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BUD	Anheuser-Busch InBev SA/NV	3,507	$288,976
2	STZ	Constellation Brands, Inc. This page	669	$93,051
3	FMX	Mexican Economic Development Inc	334	$42,718
4	TAP	Molson Coors Beverage Co	876	$42,048
5	SAM	Boston Beer Co Inc	35	$6,196

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,051	669	-0.3%	Shares	Sole	2026-08-06
2026-03-31	$100,650	671	-38.3%	Shares	Sole	2026-05-06
2025-12-31	$150,100	1,088	+44.9%	Shares	Sole	2026-02-09
2025-09-30	$101,137	751	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$122,986	756	+66.2%	Shares	Sole	2025-08-08
2025-03-31	$83,501	455	-88.9%	Shares	Sole	2025-05-13
2024-12-31	$906,100	4,100	-38.2%	Shares	Sole	2025-02-10
2024-09-30	$1,710,546	6,638	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$1,706,280	6,632	+0.7%	Shares	Sole	2024-08-12
2024-03-31	$1,789,267	6,584	+2.7%	Shares	Sole	2024-05-14
2023-12-31	$1,550,101	6,412	+0.3%	Shares	Sole	2024-02-12
2023-09-30	$1,607,506	6,396	+0.3%	Shares	Sole	2023-11-07
2023-06-30	$1,569,324	6,376	+55.1%	Shares	Sole	2023-08-07
2023-03-31	$928,859	4,112	-10.0%	Shares	Sole	2023-05-09
2022-12-31	$1,058,634	4,568	+8.0%	Shares	Sole	2023-02-14
2022-09-30	$971,087	4,228	+106.5%	Shares	Sole	2022-11-15
2022-06-30	$477,073	2,047	+1.4%	Shares	Sole	2022-08-12
2022-03-31	$464,785	2,018	+10.6%	Shares	Sole	2022-05-04
2021-12-31	$458,020	1,825	+9.4%	Shares	Sole	2022-02-14
2021-09-30	$351,430	1,668	+18.6%	Shares	Sole	2021-11-12
2021-06-30	$329,083	1,407	+1.4%	Shares	Sole	2021-08-12
2021-03-31	$316,464	1,388	+3.5%	Shares	Sole	2021-05-14
2020-12-31	$293,746	1,341	+32.1%	Shares	Sole	2021-02-11
2020-09-30	$192,352	1,015	0.0%	Shares	Sole	2020-11-12
2020-06-30	$177,574	1,015	+6.5%	Shares	Sole	2020-08-11
2020-03-31	$136,622	953	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.