Constellation Brands shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Constellation Brands (STZ) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Constellation Brands
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Quarterly reported holdings in Constellation Brands by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 8.8k | 257.69 |
| 2024-06-30 | $2.2M | 8.6k | 257.28 |
| 2024-03-31 | $2.4M | 8.7k | 271.76 |
| 2023-12-31 | $2.1M | 8.8k | 241.76 |
| 2023-09-30 | $1.5M | 6.1k | 251.34 |
| 2023-06-30 | $2.1M | 8.5k | 246.14 |
| 2023-03-31 | $1.9M | 8.3k | 225.89 |
| 2022-12-31 | $1.9M | 8.3k | 231.75 |
| 2022-09-30 | $2.0M | 8.6k | 229.70 |
| 2022-06-30 | $2.1M | 8.9k | 233.01 |
| 2022-03-31 | $2.1M | 9.1k | 230.35 |
| 2021-12-31 | $2.3M | 9.2k | 251.00 |
| 2021-09-30 | $1.9M | 9.2k | 210.65 |
| 2021-06-30 | $2.0M | 8.5k | 233.91 |
| 2021-03-31 | $1.8M | 8.0k | 227.97 |
| 2020-12-31 | $1.8M | 8.2k | 219.02 |
| 2020-09-30 | $1.4M | 7.7k | 187.94 |
| 2020-06-30 | $1.3M | 6.9k | 184.92 |
| 2020-03-31 | $1.0M | 7.3k | 143.39 |
| 2019-12-31 | $1.3M | 7.1k | 189.79 |
| 2019-09-30 | $1.5M | 7.0k | 206.08 |
| 2019-06-30 | $1.1M | 5.8k | 196.87 |
| 2019-03-31 | $993k | 6.2k | 160.50 |
| 2018-12-31 | $987k | 6.1k | 160.88 |
| 2018-09-30 | $1.3M | 6.0k | 215.00 |
| 2018-06-30 | $1.1M | 5.1k | 218.36 |
| 2018-03-31 | $1.1M | 5.0k | 227.84 |
| 2017-12-31 | $829k | 3.6k | 228.50 |
| 2017-09-30 | $672k | 3.4k | 199.58 |
| 2017-06-30 | $477k | 2.5k | 193.67 |
| 2017-03-31 | $384k | 2.4k | 161.89 |
| 2016-12-31 | $450k | 2.9k | 153.27 |