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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

STZ holding history

Constellation Brands, Inc. in every 13F filed by True Wealth Design, 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 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2023
Holdings of STZ by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1−100.0%Sold outHolders
Q3 20251$135<0.1%−9−90.0%ReducedHolders
Q2 202510$1.63K<0.1%−4−28.6%ReducedHolders
Q1 202514$2.57K<0.1%+2+16.7%AddedHolders
Q4 202412$2.65K<0.1%+12NewHolders
Q3 20240$00.0%−78−100.0%Sold outHolders
Q2 202478$20.1K<0.1%00.0%UnchangedHolders
Q1 202478$21.2K<0.1%00.0%UnchangedHolders
Q4 202378$18.9K<0.1%+78NewHolders