Position in STZ
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$709,776
-$46,224 QoQ
Shares Held
5,103
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#482
of 1,023 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $11,056,803 across 5 Beverages - Brewers names. STZ ranks #4 (6.4% of the industry book) .
All Filings in STZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,776 | 5,103 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $756,000 | 5,040 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,049,191 | 22,102 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,049,213 | 7,791 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,516,014 | 9,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,859,058 | 15,579 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,828,825 | 17,325 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,071,176 | 23,560 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,648,582 | 21,955 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,158,081 | 22,660 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,908,736 | 12,032 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,446,446 | 9,734 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,527,016 | 10,267 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,338,187 | 10,351 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,323,989 | 10,028 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,426,339 | 10,564 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,372,783 | 10,181 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,276,252 | 9,883 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,304,657 | 9,183 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,668,454 | 7,919 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,912,518 | 8,177 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,483,824 | 6,508 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $529,881 | 2,419 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $384,326 | 2,028 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $231,458 | 1,323 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $409,722 | 2,858 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||