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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

STZ holding history

Constellation Brands, Inc. in every 13F filed by HCR Wealth Advisors, 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)
6,694
Value
$931.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of STZ by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,694$931.2K0.1%+59+0.9%AddedHolders
Q1 20266,635$995.4K0.1%+493+8.0%AddedHolders
Q4 20256,142$847.4K0.1%−1,797−22.6%ReducedHolders
Q3 20257,939$1.12M0.1%+1,623+25.7%AddedHolders
Q2 20256,316$1.03M0.1%−357−5.3%ReducedHolders
Q1 20256,673$1.22M0.2%−1,371−17.0%ReducedHolders
Q4 20248,044$1.78M0.2%−707−8.1%ReducedHolders
Q3 20248,751$2.26M0.3%+117+1.4%AddedHolders
Q2 20248,634$2.22M0.3%−30−0.3%ReducedHolders
Q1 20248,664$2.35M0.4%−157−1.8%ReducedHolders
Q4 20238,821$2.13M0.3%+2,682+43.7%AddedHolders
Q3 20236,139$1.54M0.3%−2,344−27.6%ReducedHolders
Q2 20238,483$2.09M0.4%+188+2.3%AddedHolders
Q1 20238,295$1.87M0.4%+5+0.1%AddedHolders
Q4 20228,290$1.92M0.4%−356−4.1%ReducedHolders
Q3 20228,646$1.99M0.4%−242−2.7%ReducedHolders
Q2 20228,888$2.07M0.4%−246−2.7%ReducedHolders
Q1 20229,134$2.10M0.3%−85−0.9%ReducedHolders
Q4 20219,219$2.31M0.4%−5−0.1%ReducedHolders
Q3 20219,224$1.94M0.3%+678+7.9%AddedHolders
Q2 20218,546$2.00M0.3%+567+7.1%AddedHolders
Q1 20217,979$1.82M0.4%––Holders

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