Holistic Financial Partners »

Constellation Brands shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Constellation Brands (STZ) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Constellation Brands

Tip: Access up to 7 years of quarterly data

All positions including Constellation Brands held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Constellation Brands by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 758 271.76

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange Traded Hlth Care Alph (FXH)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
Amazon (AMZN)

View all positions for Holistic Financial Partners

Top funds holding Constellation Brands

Vanguard Group
BlackRock
Morgan Stanley
Alliancebernstein
Reed Conner & Birdwell
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Henderson Group
FMR
Bank of America Corporation
Charles Schwab Investment Management
Wellington Management Company
Royal Bank of Canada
Northern Trust

View all funds holding Constellation Brands