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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

STZ holding history

Constellation Brands, Inc. in every 13F filed by Bordeaux Wealth 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 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2023
Holdings of STZ by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,158−100.0%Sold outHolders
Q1 20251,158$212.5K<0.1%+89+8.3%AddedHolders
Q4 20241,069$236.2K<0.1%−2−0.2%ReducedHolders
Q3 20241,071$276.0K<0.1%+14+1.3%AddedHolders
Q2 20241,057$271.9K0.1%−25−2.3%ReducedHolders
Q1 20241,082$294.0K0.1%+23+2.2%AddedHolders
Q4 20231,059$256.0K0.1%00.0%UnchangedHolders
Q3 20231,059$266.2K0.1%+2+0.2%AddedHolders
Q2 20231,057$260.2K0.1%+1,057NewHolders