STZ — CONSTELLATION BRANDS INC COM CL A

Ownership history in Formidable Asset Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Formidable Asset Management, LLC reported a position in CONSTELLATION BRANDS INC COM CL A (STZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q3)
Avg. % of fund
0.05%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,265 +423 +23.0% 0.06% $369K $132.76
2025 Q2 UNCHANGED 1,842 — 0% 0.06% $338K $159.44
2025 Q1 ADDED 1,842 +841 +84.0% 0.06% $338K $178.88
2021 Q3 ADDED 1,001 +938 +1488.9% 0.04% $211K $194.74
2021 Q2 REDUCED 63 -931 -93.7% 0.05% $202K $215.44
2021 Q1 UNCHANGED 994 — 0% 0.05% $229K $209.35
2020 Q4 INITIATED 994 — — 0.05% $216K $200.47
% of Fund (quarterly)    STZ price (monthly, adj. close)

Other funds also holding STZ

As of 2025 Q4 — sorted by position size

Framtiden Holdings Management Co LLC 19.31% Hook Mill Capital Partners, LP 3Y 3.15% Empyrean Capital Partners, LP 3Y 7Y 2.82% Ilex Capital Partners (UK) LLP 2.63% COERENTE CAPITAL MANAGEMENT 3Y 1.94% Compass Wealth Management LLC 3Y 1.85% Hillman Capital Management, Inc. 3Y 7Y 1.56% CAMBIAR INVESTORS LLC 3Y 7Y 1.52% MANE GLOBAL CAPITAL MANAGEMENT LP 3Y 1.38% Grantham, Mayo, Van Otterloo & Co. LLC 3Y 7Y 1.36%
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