Constellation Brands shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Constellation Brands (STZ) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Constellation Brands
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Quarterly reported holdings in Constellation Brands by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.0k | 142.75 |
| 2025-06-30 | $1.6M | 9.9k | 162.68 |
| 2025-03-31 | $1.9M | 10k | 183.52 |
| 2024-12-31 | $2.1M | 9.5k | 221.01 |
| 2024-09-30 | $3.0M | 12k | 257.68 |
| 2024-06-30 | $2.9M | 11k | 257.27 |
| 2024-03-31 | $2.2M | 8.1k | 271.76 |
| 2023-12-31 | $1.9M | 7.8k | 241.74 |
| 2023-09-30 | $2.1M | 8.2k | 251.33 |
| 2023-06-30 | $3.3M | 13k | 246.14 |
| 2023-03-31 | $8.7M | 26k | 339.43 |
| 2022-12-31 | $6.0M | 26k | 231.74 |
| 2022-09-30 | $3.0M | 13k | 229.65 |
| 2022-03-31 | $3.4M | 15k | 230.31 |
| 2021-12-31 | $3.7M | 15k | 250.99 |
| 2021-09-30 | $3.6M | 17k | 210.69 |
| 2021-06-30 | $4.0M | 17k | 233.87 |
| 2021-03-31 | $3.9M | 17k | 228.01 |
| 2020-12-31 | $3.7M | 17k | 219.03 |
| 2020-09-30 | $6.2M | 33k | 189.50 |
| 2020-06-30 | $5.8M | 33k | 174.94 |
| 2020-03-31 | $4.7M | 33k | 143.35 |
| 2019-12-31 | $6.3M | 33k | 189.74 |
| 2019-09-30 | $7.2M | 35k | 207.29 |
| 2019-06-30 | $6.8M | 34k | 196.93 |
| 2019-03-31 | $6.3M | 36k | 175.33 |
| 2018-12-31 | $5.7M | 35k | 160.82 |
| 2018-09-30 | $7.6M | 35k | 215.61 |
| 2018-06-30 | $7.6M | 35k | 218.87 |
| 2018-03-31 | $12M | 52k | 227.92 |
| 2017-12-31 | $12M | 52k | 228.57 |
| 2017-09-30 | $10M | 51k | 199.45 |
| 2017-06-30 | $6.2M | 32k | 193.73 |