Position in STZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$81,645
+$13,545 QoQ
Shares Held
587
+29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#763
of 1,023 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $2,174,957 across 5 Beverages - Brewers names. STZ ranks #3 (3.8% of the industry book) .
All Filings in STZ
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,645 | 587 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $68,100 | 454 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $61,806 | 448 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,584 | 138 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,760 | 60 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $68,085 | 371 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $76,687 | 347 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $101,014 | 392 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $104,970 | 408 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $101,094 | 372 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $74,942 | 310 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||