STZ — CONSTELLATION BRANDS INC

Ownership history in Koa Wealth Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Koa Wealth Management, LLC reported a position in CONSTELLATION BRANDS INC (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
2.65% (2025 Q1)
Avg. % of fund
2.18%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 16,834 -412 -2.4% 1.68% $2.3M $132.76
2025 Q2 REDUCED 17,246 -629 -3.5% 2.23% $2.8M $159.44
2025 Q1 ADDED 17,875 +7,340 +69.7% 2.65% $3.3M $178.88
2024 Q4 REDUCED 10,535 -137 -1.3% 1.90% $2.3M $214.14
2024 Q3 ADDED 10,672 +411 +4.0% 2.12% $2.8M $248.63
2024 Q2 ADDED 10,261 +61 +0.6% 2.23% $2.6M $247.19
2024 Q1 INITIATED 10,200 — — 2.43% $2.5M —
% 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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