Back to STZ
Forvis Mazars Wealth Advisors, LLC → STZ
Forvis Mazars Wealth Advisors, LLC STZ Position History
Constellation Brands, Inc. • Manufacturing
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.7M |
| Q1 2026 | $2M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 13.2K | — | — |
| Q2 2026 | $1.7M | 12.3K | — | — |
| Q1 2026 | $2M | 13.5K | — | — |
| Q4 2025 | $1.7M | 12.5K | — | — |
| Q3 2025 | $1.5M | 10.9K | — | — |
Other funds holding STZ
$1.1B
$944.3M
$944.3M