Back to STZ
INDEPENDENT FINANCIAL GROUP, LLC → STZ
INDEPENDENT FINANCIAL GROUP, LLC STZ Position History
Constellation Brands, Inc. • Manufacturing
Quarters held
28
Latest value
$410K
Q3 2026
Peak value
$889K
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $542K |
| Q2 2020 | $602K |
| Q3 2020 | $630K |
| Q4 2020 | $597K |
| Q1 2021 | $617K |
| Q2 2021 | $430K |
| Q3 2021 | $397K |
| Q4 2021 | $483K |
| Q1 2022 | $458K |
| Q2 2022 | $474K |
| Q3 2022 | $423K |
| Q4 2022 | $405K |
| Q1 2023 | $435K |
| Q2 2023 | $455K |
| Q3 2023 | $464K |
| Q4 2023 | $468K |
| Q1 2024 | $538K |
| Q2 2024 | $529K |
| Q3 2024 | $529K |
| Q4 2024 | $889K |
| Q1 2025 | $539K |
| Q2 2025 | $595K |
| Q3 2025 | $580K |
| Q4 2025 | $612K |
| Q1 2026 | $467K |
| Q1 2026 | $604K |
| Q2 2026 | $484K |
| Q3 2026 | $410K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $410K | 3.6K | — | — |
| Q2 2026 | $484K | 3.5K | — | — |
| Q1 2026 | $604K | 4.0K | — | — |
| Q1 2026 | $467K | 3.1K | — | — |
| Q4 2025 | $612K | 4.4K | — | — |
| Q3 2025 | $580K | 4.3K | — | — |
| Q2 2025 | $595K | 3.7K | — | — |
| Q1 2025 | $539K | 2.9K | — | — |
| Q4 2024 | $889K | 4.0K | — | — |
| Q3 2024 | $529K | 2.1K | — | — |
| Q2 2024 | $529K | 2.1K | — | — |
| Q1 2024 | $538K | 2.0K | — | — |
| Q4 2023 | $468K | 1.9K | — | — |
| Q3 2023 | $464K | 1.8K | — | — |
| Q2 2023 | $455K | 1.8K | — | — |
| Q1 2023 | $435K | 1.9K | — | — |
| Q4 2022 | $405K | 1.7K | — | — |
| Q3 2022 | $423K | 1.8K | — | — |
| Q2 2022 | $474K | 2.0K | — | — |
| Q1 2022 | $458K | 2.0K | — | — |
| Q4 2021 | $483K | 1.9K | — | — |
| Q3 2021 | $397K | 1.9K | — | — |
| Q2 2021 | $430K | 1.8K | — | — |
| Q1 2021 | $617K | 2.7K | — | — |
| Q4 2020 | $597K | 2.7K | — | — |
| Q3 2020 | $630K | 3.3K | — | — |
| Q2 2020 | $602K | 3.4K | — | — |
| Q1 2020 | $542K | 3.8K | — | — |
Other funds holding STZ
$1.1B
$944.3M
$944.3M