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Disclosery

Chevy Chase Trust Holdings, LLC: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on STZ, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 68,681 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,681 shares
    Change vs previous 13F -1,842 shares

    0.02% of the 13F portfolio, value $9,552,840.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 70,523 shares
    Change vs previous 13F -2,335 shares

    0.03% of the 13F portfolio, value $10,578,450.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 72,858 shares
    Change vs previous 13F -1,493 shares

    0.03% of the 13F portfolio, value $10,051,490.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,351 shares
    Change vs previous 13F -8,097 shares

    0.03% of the 13F portfolio, value $10,012,849.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 82,448 shares
    Change vs previous 13F -650 shares

    0.04% of the 13F portfolio, value $13,412,641.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 83,098 shares
    Change vs previous 13F -405 shares

    0.05% of the 13F portfolio, value $15,250,145.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,503 shares
    Change vs previous 13F -2,379 shares

    0.06% of the 13F portfolio, value $18,454,163.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 85,882 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $22,130,933.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).