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Disclosery

Franklin Resources: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on STZ, newest first. How the timeline and the estimate are built.

Franklin Resources held 140,130 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,130 shares
    Change vs previous 13F +54,462 shares

    <0.01% of the 13F portfolio, value $19,490,748.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    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 85,668 shares
    Change vs previous 13F +60,368 shares

    <0.01% of the 13F portfolio, value $12,850,200.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    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 25,300 shares
    Change vs previous 13F -6,559 shares

    <0.01% of the 13F portfolio, value $3,490,388.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    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 31,859 shares
    Change vs previous 13F -748,897 shares

    <0.01% of the 13F portfolio, value $4,290,451.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 31,859 shares
    • Clearbridge Investments, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 780,756 shares
    Change vs previous 13F -93,846 shares

    0.03% of the 13F portfolio, value $127,013,438.

    13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 56,961 shares
    • Clearbridge Investments, LLC: 723,795 shares

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

  6. period ended2025-03-31
    13F 874,602 shares
    Change vs previous 13F -106,504 shares

    0.03% of the 13F portfolio, value $160,506,906.

    13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 86,220 shares
    • Brandywine Global Investment Management, LLC: 0 shares
    • Clearbridge Investments, LLC: 788,382 shares

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

  7. period ended2024-12-31
    13F 981,106 shares
    Change vs previous 13F -555,486 shares

    0.04% of the 13F portfolio, value $216,824,351.

    13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 215,468 shares
    • Brandywine Global Investment Management, LLC: 23,180 shares
    • Clearbridge Investments, LLC: 742,458 shares

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

  8. period ended2024-09-30
    13F/A 1,536,592 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $386,181,510.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 791,475 shares
    • Brandywine Global Investment Management, LLC: 25,130 shares
    • Clearbridge Investments, LLC: 719,987 shares

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