LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in STZ — Constellation Brands, Inc.
CIK 932974
BOSTON, MA
Position in STZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$65,372
-$5,128 QoQ
Shares Held
470
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#778
of 1,023 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $76,524 across 2 Beverages - Brewers names. STZ ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
470 | $65,372 | |
| 2 | SAM |
Boston Beer Co Inc
|
63 | $11,152 |
All Filings in STZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,372 | 470 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $70,500 | 470 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $64,841 | 470 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $157,563 | 1,170 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $276,067 | 1,697 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $311,433 | 1,697 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $556,257 | 2,517 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $648,605 | 2,517 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $736,335 | 2,862 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $777,777 | 2,862 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $690,196 | 2,855 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $586,352 | 2,333 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $493,490 | 2,005 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $452,909 | 2,005 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $464,658 | 2,005 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $460,508 | 2,005 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $556,081 | 2,386 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $533,421 | 2,316 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $581,246 | 2,316 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $487,958 | 2,316 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $544,729 | 2,329 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $536,484 | 2,353 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $488,481 | 2,230 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $636,374 | 3,358 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $565,438 | 3,232 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $547,921 | 3,822 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||