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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

STZ holding history

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

STZ overviewAll 13F holders of STZFull Q2 2026 holdings

Shares (Q2 2026)
72,122
Value
$10.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STZ by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,122$10.0M<0.1%−11,412−13.7%ReducedHolders
Q1 202683,534$12.5M<0.1%+1,048+1.3%AddedHolders
Q4 202582,486$11.4M<0.1%+21,972+36.3%AddedHolders
Q3 202560,514$8.15M<0.1%−1,330−2.2%ReducedHolders
Q2 202561,844$10.1M<0.1%+30,805+99.2%AddedHolders
Q1 202531,039$5.70M<0.1%−22,993−42.6%ReducedHolders
Q4 202454,032$11.9M<0.1%+2,176+4.2%AddedHolders
Q3 202451,856$13.4M<0.1%−1,631−3.0%ReducedHolders
Q2 202453,487$13.8M<0.1%+1,162+2.2%AddedHolders
Q1 202452,325$14.2M<0.1%+984+1.9%AddedHolders
Q4 202351,341$12.4M<0.1%−28,351−35.6%ReducedHolders
Q3 202379,692$20.0M<0.1%+29,967+60.3%AddedHolders
Q2 202349,725$12.2M<0.1%−4,876−8.9%ReducedHolders
Q1 202354,601$12.3M<0.1%−1,323−2.4%ReducedHolders
Q4 202255,924$13.0M<0.1%+821+1.5%AddedHolders
Q3 202255,103$12.7M<0.1%−3,421−5.8%ReducedHolders
Q2 202258,524$13.6M<0.1%−280.0%ReducedHolders
Q1 202258,552$13.5M<0.1%+41,762+248.7%AddedHolders
Q4 202116,790$4.21M<0.1%−346−2.0%ReducedHolders
Q3 202117,136$3.61M<0.1%−167−1.0%ReducedHolders
Q2 202117,303$4.05M<0.1%−1,244−6.7%ReducedHolders
Q1 202118,547$4.23M<0.1%––Holders

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