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Disclosery

STZ CONSTELLATION BRANDS INC

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Stock (common), issuer CIK 16918

1,310 managers (1,342 13F filers) reported a position in STZ shares at 2024-12-31, 146,405,544 shares in all. 89 filers opened a position and 151 filers sold out during the quarter.

Managers
1,310
13F filers
1,342
New
89
Added
421
Reduced
540
Sold out
151
Shares held by filers
146,405,544

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Buckley Wealth Management, LLC1,000$221K0.07%013F-HRTimeline
KEYVANTAGE WEALTH, LLC989$219K0.16%13F-HRTimeline
Granite Harbor Advisors, Inc.987$218K0.12%+3613F-HRTimeline
Columbia Bank1,194$218K0.08%+4413F-HRTimeline
Barry Investment Advisors, LLC983$217K0.07%+113F-HRTimeline
CONNING INC.in group CONNING INC.979$216K0.01%-2613F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC977$216K0.01%new13F-HRTimeline
Mattern Wealth Management LLC976$216K0.05%013F-HRTimeline
Balboa Wealth Partners975$216K0.05%-913F-HRTimeline
Strategic Investment Advisors / MI975$215K0.02%-18113F-HRTimeline
Birchcreek Wealth Management, LLC973$215K0.14%new13F-HRTimeline
SIGNATUREFD, LLC969$214K<0.01%-10113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC962$213K0.21%-12313F-HRTimeline
Seneca Financial Advisors LLC955$211K0.1%+413F-HRTimeline
FFT WEALTH MANAGEMENT LLC954$211K0.02%+713F-HRTimeline
Archford Capital Strategies, LLC951$210K0.03%-4913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…944$209K0.01%+3813F-HRTimelineGroup
Capital Investment Advisors, LLC941$208K<0.01%+1113F-HRTimeline
AA Financial Advisors, LLC940$208K0.06%-38213F-HRTimeline
Scientech Research LLC934$206K0.06%new13F-HRTimeline
Arvest Bank Trust Division932$206K0.01%-1213F-HRTimeline
Journey Advisory Group, LLC800$206K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co931$206K0.02%-25013F-HRTimelineGroup
Golden State Wealth Management, LLC930$206K0.03%13F-HRTimeline
Leeward Financial Partners, LLC931$206K0.07%+14213F-HRTimeline
BEACON FINANCIAL GROUP929$205K0.02%-1013F-HRTimeline
BAXTER BROS INC925$204K0.03%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC925$204K0.05%013F-HRTimeline
Ransom Advisory, Ltd925$204K0.09%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP924$204K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC924$204K0.01%+5213F-HRTimeline
Clare Market Investments LLC924$204K0.05%-10213F-HRTimeline
Philip James Wealth Mangement, LLC923$204K0.03%+6813F-HRTimeline
WEYBOSSET RESEARCH & MANAGEMENT LLC925$204K0.07%013F-HRTimeline
BOSTON FAMILY OFFICE LLC923$204K0.01%-11213F-HRTimeline
DIVERSIFIED TRUST CO921$204K<0.01%-813F-HRTimeline
REGATTA CAPITAL GROUP, LLC920$203K0.04%+2113F-HRTimeline
Hubbell Strickland Wealth Management, L…917$203K0.1%013F-HRTimeline
Welch Group, LLC917$201K0.01%013F-HRTimeline
Western Wealth Management, LLC910$201K0.01%-4,02713F-HR/ATimeline
Rise Advisors, LLC906$200K0.1%-12313F-HRTimeline
ESL Trust Services, LLC900$199K0.04%new13F-HRTimeline
Van Hulzen Asset Management, LLC880$194K0.01%new13F-HRTimeline
WASHINGTON TRUST Co870$192K0.01%-1513F-HRTimeline
Bayforest Capital Ltd868$192K0.24%13F-HRTimeline
AdvisorNet Financial, Inc854$189K0.02%+24113F-HRTimeline
Manchester Capital Management LLC851$188K0.02%+12913F-HRTimeline
Key Financial Inc843$186K0.04%013F-HRTimeline
Caitong International Asset Management …836$185K0.18%13F-HR/ATimeline
GeoWealth Management, LLC819$181K0.01%-4313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV811$179K0.01%+5513F-HRTimeline
Smithfield Trust Co794$179K0.01%013F-HRTimeline
LRI Investments, LLC806$178K0.02%+17313F-HRTimeline
HALL LAURIE J TRUSTEE770$170K0.06%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…929$166K0.01%-1,22013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…743$164K0.01%013F-HRTimeline
Farther Finance Advisors, LLC741$164K0.01%-7113F-HRTimeline
Geneos Wealth Management Inc.740$164K0.01%-4313F-HRTimeline
Medallion Wealth Advisors, LLC828$153K0.08%13F-HRTimeline
Parkside Financial Bank & Trust660$146K0.02%-1713F-HRTimeline
MATHER GROUP, LLC.641$142K<0.01%-6213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC637$140K<0.01%013F-HRTimelineGroup
R Squared Ltd620$137K0.13%13F-HRTimeline
Asset Planning,Inc611$135K0.1%13F-HRTimeline
Sterling Capital Management LLC609$135K<0.01%-14,57313F-HRTimeline
Rosenberg Matthew Hamilton608$134K0.03%-25013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC604$133K0.06%-9813F-HRTimeline
Ramirez Asset Management, Inc.600$133K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…582$129K0.03%+45213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.578$128K<0.01%-2,47913F-HRTimelineGroup
AMERIFLEX GROUP, INC.653$118K0.05%13F-HRTimeline
United Community Bankin group United Community Bank529$117K0.05%013F-HRTimelineGroup
Archer Investment Corp507$112K0.03%013F-HRTimeline
Missouri Trust & Investment Co500$110K0.04%013F-HRTimeline
Millstone Evans Group, LLC500$110K0.08%13F-HRTimeline
Briaud Financial Planning Inc500$110K0.04%new13F-HRTimeline
Princeton Global Asset Management LLC475$105K0.02%013F-HRTimeline
Park Place Capital Corp465$103K0.03%-4113F-HRTimeline
Prestige Wealth Management Group LLC463$102K0.02%-713F-HR/ATimeline
VESTOR CAPITAL, LLC453$100K0.01%+313F-HRTimeline
DUNCKER STREETT & CO INC445$98.3K0.02%+3513F-HRTimeline
City State Bank439$97K0.03%013F-HRTimeline
YANKCOM Partnership426$94.1K0.05%13F-HRTimeline
TOBAM426$94K0.03%+11513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cromwell Holdings LLC425$93.9K0.05%013F-HRTimeline
WPG Advisers, LLC417$92.2K0.09%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…411$90K<0.01%+39613F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS400$88.4K0.04%013F-HRTimeline
Financial Perspectives, Inc400$88.4K0.03%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC380$84K0.05%13F-HRTimeline
Capital Advisors, Ltd. LLC372$82K0.01%+613F-HRTimeline
Cetera Trust Company, N.A350$77.3K0.05%013F-HRTimeline
Quarry LP349$77.1K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC347$76.7K0.01%-4513F-HRTimeline
Riverview Trust Co343$75.8K0.07%-313F-HRTimeline
Gulf International Bank (UK) Ltd335$74K<0.01%-13613F-HRTimeline
General Partner, Inc.332$73.4K0.04%013F-HRTimeline
Sunbelt Securities, Inc.310$68K0.01%+113F-HRTimeline
ORG Partners LLC303$67K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P291$64K<0.01%+10413F-HRTimelineGroup
Continuum Advisory, LLC288$63.6K0.01%+3613F-HRTimeline
Lindbrook Capital, LLC265$58.6K0.01%-6813F-HRTimeline
TSFG, LLC252$56K0.01%013F-HRTimeline
State of Wyoming252$55.7K0.01%+913F-HRTimeline
Bruce G. Allen Investments, LLC252$55.7K0.05%-513F-HRTimeline
Advantage Trust Co250$55.2K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC250$55.2K0.01%13F-HRTimeline
Arax Advisory Partners247$54.6K<0.01%+3413F-HRTimeline
ALBION FINANCIAL GROUP /UT245$54.1K<0.01%013F-HRTimeline
Truvestments Capital LLC235$51.9K0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.227$50.2K0.02%013F-HRTimeline
Paladin Advisory Group, LLC223$49.3K0.04%013F-HRTimeline
Fairfield Financial Advisors, LTD222$49.2K0.02%+113F-HRTimeline
Empirical Asset Management, LLC39,786$48K0.02%new13F-HRTimeline
Venturi Wealth Management, LLC216$47.7K<0.01%+2013F-HRTimeline
Silicon Valley Capital Partners209$46.2K0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC206$45.6K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.204$45.1K0.01%013F-HRTimeline
Blume Capital Management, Inc.200$44.2K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners200$44.2K0.01%013F-HRTimelineGroup
CAPITAL & PLANNING, LLC200$44.2K0.03%13F-HRTimeline
Fourth Dimension Wealth, LLC200$44.2K0.02%13F-HRTimeline
Catherine Avery Investment Management L…200$44.2K0.04%13F-HR/ATimeline
Eagle Bay Advisors LLC197$43.5K0.03%-21113F-HRTimeline
Pinnacle Bancorp, Inc.191$42.2K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC158$41K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.185$40.9K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…184$40.7K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC180$39.8K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.175$38.7K<0.01%-81413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.212$38.3K<0.01%-20213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.166$36.7K0.01%013F-HRTimeline
Rialto Wealth Management, LLC166$36.7K0.01%13F-HRTimeline
Quent Capital, LLC163$36K<0.01%+413F-HRTimeline
Whipplewood Advisors, LLC162$35.8K0.02%13F-HRTimeline
Oslo Pensjonsforsikring AS159$35.1K0.01%013F-HRTimeline
Centricity Wealth Management, LLC159$35.1K0.03%13F-HRTimeline
Versant Capital Management, Inc158$34.9K0.01%+14213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.153$33.8K0.17%new13F-HRTimeline
EASTERN BANK150$33.1K<0.01%013F-HRTimeline
Clean Yield Group150$33.1K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC150$33.1K0.02%013F-HRTimeline
Tacita Capital Inc145$32K0.02%013F-HRTimeline
Castleview Partners, LLC141$31.4K0.02%+613F-HR/ATimeline
Optiver Holding B.V.in group Optiver Holding B.V.139$30.7K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC133$29.4K<0.01%+3113F-HRTimeline
Minot DeBlois Advisors LLC130$28.7K0.03%13F-HRTimeline
J.Safra Asset Management Corp128$28.1K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/125$28K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA127$27.9K<0.01%13F-HR/ATimeline
Washington Trust Advisors, Inc.125$27.6K<0.01%013F-HRTimeline
Investors Research Corp124$27.4K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA122$27K<0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…121$26.7K0.01%013F-HRTimeline
SBI Securities Co., Ltd.119$26.3K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc119$26.3K<0.01%-3113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC118$26K0.01%-3413F-HRTimeline
GW&K Investment Management, LLC119$26K<0.01%+4213F-HRTimeline
Hanson & Doremus Investment Management119$26K<0.01%013F-HRTimeline
Davis Capital Management116$25.6K0.02%013F-HRTimeline
Asset Dedication, LLC115$25.4K<0.01%013F-HRTimeline
Longview Financial Advisors LLC114$25.2K0.02%13F-HRTimeline
Mainstream Capital Management LLC111$24.5K0.02%new13F-HRTimeline
Hurley Capital, LLC110$24.4K0.02%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…105$23.2K<0.01%013F-HRTimelineGroup
MCF Advisors LLC105$23.2K<0.01%+513F-HRTimeline
Global Financial Private Client, LLC101$22.3K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.100$22.1K<0.01%013F-HRTimelineGroup
Towne Trust Company, N.A100$22.1K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co100$22.1K0.01%013F-HRTimeline
St. Johns Investment Management Company…100$22.1K0.01%013F-HRTimeline
New Age Alpha Advisors, LLC100$22.1K<0.01%+3613F-HR/ATimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd100$22.1K<0.01%13F-HRTimelineGroup
Hemington Wealth Management103$22K0.01%+1413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…100$22K0.01%-613F-HRTimeline
Mowery & Schoenfeld Wealth Management, …98$21.7K0.04%new13F-HRTimeline
New Millennium Group LLC97$21.4K0.01%013F-HRTimeline
Sachetta, LLC97$21.4K0.01%-113F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.96$21.3K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT92$20.3K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA85$18.8K0.01%013F-HRTimeline
CVA Family Office, LLC80$17.7K<0.01%-21513F-HRTimeline
JNBA Financial Advisors80$17.7K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.80$17.7K0.02%13F-HRTimeline
MOTCO78$17.2K<0.01%013F-HRTimeline
West Oak Capital, LLC7,683$17K0.6%+21013F-HR/ATimeline
Glass Jacobson Investment Advisors llc76$16.8K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hara Capital LLC75$16.6K0.01%013F-HR/ATimeline
Hexagon Capital Partners LLC73$16.1K<0.01%+4213F-HRTimeline
Covestor Ltd74$16K0.01%013F-HRTimeline
High Note Wealth, LLC71$15.7K<0.01%new13F-HRTimeline
Larson Financial Group LLC71$15.6K<0.01%-1913F-HRTimeline
Graney & King, LLC70$15.5K0.01%13F-HRTimeline
FSA Wealth Management LLC70$15.4K0.01%-9313F-HRTimeline
FIRST FINANCIAL CORP /IN/68$15K0.01%-4113F-HRTimeline
Coston, McIsaac & Partners72$15K<0.01%+113F-HRTimeline
TFC Financial Management, Inc.67$14.8K<0.01%+213F-HRTimeline
Financial Management Professionals, Inc.66$14.6K<0.01%+513F-HRTimeline
Noble Wealth Management PBC66$14.6K0.01%13F-HRTimeline
DT Investment Partners, LLC62$13.7K<0.01%013F-HRTimeline