Back to STZ
Valeo Financial Advisors, LLC → STZ
Valeo Financial Advisors, LLC STZ Position History
Constellation Brands, Inc. • Manufacturing
Quarters held
5
Latest value
$461K
Q3 2026
Peak value
$997K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $997K |
| Q4 2025 | $908K |
| Q1 2026 | $661K |
| Q2 2026 | $673K |
| Q3 2026 | $461K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $461K | 4.1K | — | — |
| Q2 2026 | $673K | 4.8K | — | — |
| Q1 2026 | $661K | 4.4K | — | — |
| Q4 2025 | $908K | 6.6K | — | — |
| Q3 2025 | $997K | 7.4K | — | — |
Other funds holding STZ
$1.1B
$944.3M
$944.3M