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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
Fortitude Family Office, LLC62$13.7K<0.01%-3713F-HRTimeline
OARSMAN CAPITAL, INC.61$13.5K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC60$13.3K<0.01%-34413F-HRTimeline
Aster Capital Management (DIFC) Ltd59$13K<0.01%-3,97413F-HRTimeline
Wood Tarver Financial Group, LLC59$13K<0.01%13F-HRTimeline
Abound Wealth Management58$12.8K<0.01%-1213F-HRTimeline
Aviso Financial Inc.58$12.8K<0.01%-4,11413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.56$12.3K0.01%new13F-HRTimeline
Global Trust Asset Management, LLC55$12.2K<0.01%-32513F-HRTimeline
Winch Advisory Services, LLC52$11.6K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC52$11.4K0.01%013F-HRTimeline
Nemes Rush Group LLC51$11.3K<0.01%new13F-HRTimeline
Caitlin John, LLC51$11.3K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC50$11.1K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.50$11.1K0.01%13F-HRTimeline
Bogart Wealth, LLC49$10.8K<0.01%+1313F-HRTimeline
Private Wealth Management Group, LLC46$10.2K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC44$10K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.45$9.95K<0.01%-10013F-HRTimeline
Promus Capital, LLC44$9.72K0.01%13F-HR/ATimeline
Legend Financial Advisors, Inc.43$9.5K0.01%013F-HRTimeline
Atlatl Advisers LLC43$9.5K0.01%13F-HRTimeline
Ruedi Wealth Management, Inc.42$9.28K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC42$9.28K0.02%13F-HRTimeline
Dunhill Financial, LLC42$9.25K<0.01%-413F-HRTimeline
Park Square Financial Group, LLC41$9.06K0.01%13F-HRTimeline
Caldwell Trust Co40$8.84K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…39$8.62K<0.01%-2013F-HRTimelineGroup
Mascoma Wealth Management LLC38$8.4K<0.01%013F-HRTimeline
WR Wealth Planners, LLC37$8.18K<0.01%-213F-HRTimeline
Murphy & Mullick Capital Management Corp37$8.18K0.01%13F-HRTimeline
HighMark Wealth Management LLC34$7.53K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC33$7.29K<0.01%+1213F-HRTimeline
FPC INVESTMENT ADVISORY, INC.40$7.23K0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.32$7.07K<0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC31$6.85K<0.01%013F-HRTimeline
Zions Bancorporation, N.A.30$6.63K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.29$6.5K<0.01%+413F-HRTimeline
First Pacific Financial26$5.75K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC26$5.75K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC25$5.55K<0.01%13F-HRTimeline
McIlrath & Eck, LLC25$5.53K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC25$5.53K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/25$5.53K<0.01%013F-HRTimelineGroup
SRH ADVISORS, LLC24$5.3K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC24$5.3K<0.01%+1213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC23$5.08K<0.01%new13F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV24$5K<0.01%-913F-HRTimeline
Accredited Wealth Management, LLC22$4.86K<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC21$4.64K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.21$4.64K<0.01%-1313F-HRTimeline
Clark Wealth Partners20$4.51K<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…20$4.49K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV20$4.42K<0.01%13F-HRTimeline
Heritage Wealth Advisors20$4.42K<0.01%+413F-HRTimeline
Carolina Wealth Advisors, LLC20$4.42K<0.01%-2013F-HRTimeline
Rakuten Securities, Inc.20$4.42K<0.01%+513F-HRTimeline
Compass Planning Associates Inc18$4.02K<0.01%13F-HRTimeline
Avion Wealth21$4K<0.01%+713F-HRTimeline
CoreFirst Bank & Trust17$3.76K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.16$3.58K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC16$3.54K<0.01%+313F-HRTimeline
DiNuzzo Private Wealth, Inc.16$3.54K<0.01%+113F-HRTimeline
Modus Advisors, LLC15$3.36K<0.01%new13F-HRTimeline
Transce3nd, LLC15$3.31K<0.01%13F-HRTimeline
Breakwater Investment Management15$3.31K<0.01%013F-HR/ATimeline
Painted Porch Advisors LLC14$3.09K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13$2.92K<0.01%-7113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.12$2.65K<0.01%013F-HRTimeline
True Wealth Design, LLC12$2.65K<0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC10$2.57K<0.01%013F-HRTimeline
NewSquare Capital LLC11$2.43K<0.01%new13F-HRTimeline
Fairscale Capital, LLC11$2.43K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC11$2.43K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC10$2.25K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC10$2.21K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP10$2.21K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC10$2.21K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.10$2.21K<0.01%-213F-HRTimeline
Quest 10 Wealth Builders, Inc.10$2.21K<0.01%13F-HRTimeline
FLP Wealth Management, LLC9$2.08K0.01%13F-HRTimeline
Navigoe, LLC11$2K<0.01%13F-HRTimeline
REAP Financial Group, LLC8$1.8K<0.01%013F-HRTimeline
TD Capital Management LLC8$1.78K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC8$1.77K<0.01%013F-HRTimeline
Granite FO LLC8$1.77K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN7$1.55K<0.01%013F-HRTimeline
Bellwether Advisors, LLC6$1.33K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.5$1.1K<0.01%013F-HRTimeline
ATWOOD & PALMER INC5$1.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5$1.1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC4$884<0.01%013F-HRTimeline
PSI Advisors, LLC4$884<0.01%013F-HRTimeline
Menard Financial Group LLC4$884<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC4$698<0.01%13F-HRTimeline
Sound Income Strategies, LLC3$663<0.01%-1713F-HRTimeline
Core Alternative Capital3$663<0.01%013F-HRTimeline
Fairman Group, LLC3$663<0.01%-413F-HRTimeline
Parkworth Wealth Management, Inc.3$663<0.01%13F-HRTimeline
WealthTrak Capital Management LLC3$663<0.01%13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3$628<0.01%13F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA2$442<0.01%new13F-HRTimeline
WestEnd Advisors, LLC2$442<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$442<0.01%13F-HRTimeline
Redwood Park Advisors LLC2$442<0.01%13F-HRTimeline
Cornerstone Planning Group LLC2$376<0.01%-3113F-HRTimeline
LANARK FINANCIAL, INC.1$3020.03%-1,84413F-HRTimeline
Cherry Tree Wealth Management, LLC1$221<0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.4$00%13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.