Constellation Brands shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Constellation Brands (STZ) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Constellation Brands
Tip: Access up to 7 years of quarterly data
All positions including Constellation Brands held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Constellation Brands by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $20M | 122k | 162.68 |
| 2025-03-31 | $1.1M | 5.9k | 183.52 |
| 2024-09-30 | $207k | 805 | 257.65 |
| 2022-06-30 | $666k | 2.9k | 233.19 |
| 2022-03-31 | $200k | 867 | 230.68 |