Skip to main content

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

STZ holding history

Constellation Brands, Inc. in every 13F filed by Mutual Advisors, LLC, 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)
3,904
Value
$542.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STZ by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,904$542.9K<0.1%−143−3.5%ReducedHolders
Q1 20264,047$607.0K<0.1%+290+7.7%AddedHolders
Q4 20253,757$518.4K<0.1%−977−20.6%ReducedHolders
Q3 20254,734$661.4K<0.1%−1,392−22.7%ReducedHolders
Q2 20256,126$1.08M<0.1%−683−10.0%ReducedHolders
Q1 20256,809$1.26M<0.1%+2,265+49.8%AddedHolders
Q4 20244,544$838.6K<0.1%+2,947+184.5%AddedHolders
Q3 20241,597$384.4K<0.1%−19−1.2%ReducedHolders
Q2 20241,616$397.9K<0.1%−35−2.1%ReducedHolders
Q1 20241,651$448.5K<0.1%+27+1.7%AddedHolders
Q4 20231,624$392.6K<0.1%−53−3.2%ReducedHolders
Q3 20231,677$421.6K<0.1%+8+0.5%AddedHolders
Q2 20231,669$410.8K<0.1%+66+4.1%AddedHolders
Q1 20231,603$362.2K<0.1%−5−0.3%ReducedHolders
Q4 20221,608$372.7K<0.1%+136+9.2%AddedHolders
Q3 20221,472$338.0K<0.1%−149−9.2%ReducedHolders
Q2 20221,621$378.0K<0.1%+221+15.8%AddedHolders
Q1 20221,400$323.0K<0.1%+21+1.5%AddedHolders
Q4 20211,379$346.0K<0.1%−93−6.3%ReducedHolders
Q3 20211,472$310.0K<0.1%−36−2.4%ReducedHolders
Q2 20211,508$353.0K<0.1%+103+7.3%AddedHolders
Q1 20211,405$320.0K<0.1%––Holders

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