STZ — CONSTELLATION BRANDS INC

Ownership history in MCCARTER PRIVATE WEALTH SERVICES LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MCCARTER PRIVATE WEALTH SERVICES 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
1.11% (2024 Q3)
Avg. % of fund
0.64%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,632 +40 +0.9% 0.32% $624K $132.76
2025 Q2 ADDED 4,592 +1,583 +52.6% 0.43% $747K $159.44
2025 Q1 REDUCED 3,009 -3,992 -57.0% 0.36% $552K $178.88
2024 Q4 ADDED 7,001 +219 +3.2% 0.98% $1.5M $214.14
2024 Q3 INITIATED 6,782 — — 1.11% $1.7M $248.63
% 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%
← Back to MCCARTER PRIVATE WEALTH SERVICES LLC Holdings