Position in STZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$144,791
-$21,409 QoQ
Shares Held
1,041
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#737
of 1,023 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026UMB Bank, n.a. holds $379,564 across 6 Beverages - Brewers names. STZ ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
1,041 | $144,791 | |
| 2 | FMX |
Mexican Economic Development Inc
|
760 | $97,204 | |
| 3 | BUD |
Anheuser-Busch InBev SA/NV
|
826 | $68,061 | |
| 4 | SAM |
Boston Beer Co Inc
|
201 | $35,583 | |
| 5 | TAP |
Molson Coors Beverage Co
|
730 | $28,440 | |
| 6 | ABEV |
Ambev S.A.
|
1,747 | $5,485 |
All Filings in STZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,791 | 1,041 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $166,200 | 1,108 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $137,545 | 997 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $79,050 | 587 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $498,288 | 3,063 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $562,855 | 3,067 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $1,240,473 | 5,613 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $1,872,117 | 7,265 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $1,771,114 | 6,884 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,832,205 | 6,742 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,642,690 | 6,795 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,652,745 | 6,576 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $1,621,011 | 6,586 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $1,505,782 | 6,666 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $1,544,845 | 6,666 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $1,620,621 | 7,056 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $1,644,704 | 7,057 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $1,625,137 | 7,056 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,770,843 | 7,056 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,404,458 | 6,666 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,670,909 | 7,144 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,628,832 | 7,144 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,611,550 | 7,357 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,933,570 | 10,203 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,785,014 | 10,203 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,633,443 | 11,394 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||