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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

STZ holding history

Constellation Brands, Inc. in every 13F filed by Bogart Wealth, 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)
178
Value
$24.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STZ by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026178$24.8K<0.1%+12+7.2%AddedHolders
Q1 2026166$24.9K<0.1%+5+3.1%AddedHolders
Q4 2025161$22.2K<0.1%+137+570.8%AddedHolders
Q3 202524$3.23K<0.1%00.0%UnchangedHolders
Q2 202524$3.90K<0.1%−25−51.0%ReducedHolders
Q1 202549$8.99K<0.1%00.0%UnchangedHolders
Q4 202449$10.8K<0.1%+13+36.1%AddedHolders
Q3 202436$9.28K<0.1%00.0%UnchangedHolders
Q2 202436$9.26K<0.1%−15−29.4%ReducedHolders
Q1 202451$13.9K<0.1%−22−30.1%ReducedHolders
Q4 202373$17.6K<0.1%−227−75.7%ReducedHolders
Q3 2023300$75.4K<0.1%−15,025−98.0%ReducedHolders
Q2 202315,325$3.77M0.2%−4,853−24.1%ReducedHolders
Q1 202320,178$4.56M0.3%+262+1.3%AddedHolders
Q4 202219,916$4.62M0.3%+1,527+8.3%AddedHolders
Q3 202218,389$4.22M0.4%+2,009+12.3%AddedHolders
Q2 202216,380$3.82M0.3%−2,618−13.8%ReducedHolders
Q1 202218,998$4.38M0.4%+1,185+6.7%AddedHolders
Q4 202117,813$4.47M0.4%+3,593+25.3%AddedHolders
Q3 202114,220$3.00M0.3%+3,038+27.2%AddedHolders
Q2 202111,182$2.62M0.3%+2,091+23.0%AddedHolders
Q1 20219,091$2.07M0.3%––Holders

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