Back to STZ
Concurrent Investment Advisors, LLC → STZ
Concurrent Investment Advisors, LLC STZ Position History
Constellation Brands, Inc. • Manufacturing
Quarters held
5
Latest value
$3.8M
Q3 2026
Peak value
$3.8M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $162K |
| Q1 2026 | $83K |
| Q2 2026 | $3.8M |
| Q2 2026 | $43K |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 33.9K | — | — |
| Q2 2026 | $43K | 310 | — | — |
| Q2 2026 | $3.8M | 27.6K | — | — |
| Q1 2026 | $83K | 552 | — | — |
| Q1 2026 | $162K | 1.1K | — | — |
Other funds holding STZ
$1.1B
$944.3M
$944.3M