Back to STZ
HCR Wealth Advisors STZ Position History
Constellation Brands, Inc. • Manufacturing
Quarters held
4
Latest value
$568K
Q3 2026
Peak value
$995K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $847K |
| Q1 2026 | $995K |
| Q2 2026 | $931K |
| Q3 2026 | $568K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $568K | 5.0K | — | — |
| Q2 2026 | $931K | 6.7K | — | — |
| Q1 2026 | $995K | 6.6K | — | — |
| Q4 2025 | $847K | 6.1K | — | — |
Other funds holding STZ
$1.1B
$944.3M
$944.3M