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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

STZ holding history

Constellation Brands, Inc. in every 13F filed by Wealth Effects 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2023
Holdings of STZ by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−931−100.0%Sold outHolders
Q3 2024931$239.9K0.1%+10+1.1%AddedHolders
Q2 2024921$236.9K0.1%−25−2.6%ReducedHolders
Q1 2024946$257.0K0.1%+30+3.3%AddedHolders
Q4 2023916$221.3K0.1%+70+8.3%AddedHolders
Q3 2023846$212.5K0.1%+1+0.1%AddedHolders
Q2 2023845$208.1K0.1%+845NewHolders