Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

STZ holding history

Constellation Brands, Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STZ overview All 13F holders of STZ Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of STZ by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−2,250−100.0%	Sold out	Holders
Q3 2025	2,250	$303.0K	<0.1%	−6,587−74.5%	Reduced	Holders
Q2 2025	8,837	$1.44M	<0.1%	−233,103−96.3%	Reduced	Holders
Q1 2025	241,940	$44.4M	0.7%	−113,638−32.0%	Reduced	Holders
Q4 2024	355,578	$78.6M	1.2%	−3,939−1.1%	Reduced	Holders
Q3 2024	359,517	$92.6M	1.4%	+14,694+4.3%	Added	Holders
Q2 2024	344,823	$88.7M	1.4%	−440−0.1%	Reduced	Holders
Q1 2024	345,263	$93.8M	1.5%	+6,553+1.9%	Added	Holders
Q4 2023	338,710	$81.9M	1.4%	+3,241+1.0%	Added	Holders
Q3 2023	335,469	$84.3M	1.6%	+1,735+0.5%	Added	Holders
Q2 2023	333,734	$82.1M	1.5%	+1,415+0.4%	Added	Holders
Q1 2023	332,319	$75.1M	1.5%	+959+0.3%	Added	Holders
Q4 2022	331,360	$76.8M	1.6%	+2,281+0.7%	Added	Holders
Q3 2022	329,079	$75.6M	1.7%	+1,833+0.6%	Added	Holders
Q2 2022	327,246	$76.3M	1.6%	−2,854−0.9%	Reduced	Holders
Q1 2022	330,100	$76.0M	1.3%	+404+0.1%	Added	Holders
Q4 2021	329,696	$82.7M	1.3%	+8,440+2.6%	Added	Holders
Q3 2021	321,256	$67.7M	1.2%	+4,122+1.3%	Added	Holders
Q2 2021	317,134	$74.2M	1.4%	+8,398+2.7%	Added	Holders
Q1 2021	308,736	$70.4M	1.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.