Constellation Brands shares owned by Lee Financial
Quarter-by-quarter ownership of Constellation Brands (STZ) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Constellation Brands
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Quarterly reported holdings in Constellation Brands by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 1.6k | 134.67 |
| 2025-06-30 | $260k | 1.6k | 162.68 |
| 2025-03-31 | $294k | 1.6k | 183.52 |
| 2024-12-31 | $359k | 1.6k | 221.00 |
| 2024-09-30 | $419k | 1.6k | 257.69 |
| 2024-06-30 | $413k | 1.6k | 257.28 |
| 2024-03-31 | $436k | 1.6k | 271.76 |
| 2023-12-31 | $387k | 1.6k | 241.75 |
| 2023-09-30 | $402k | 1.6k | 251.33 |
| 2023-06-30 | $394k | 1.6k | 246.13 |
| 2023-03-31 | $371k | 1.6k | 225.89 |
| 2022-12-31 | $371k | 1.6k | 231.75 |
| 2022-09-30 | $368k | 1.6k | 229.86 |
| 2022-06-30 | $373k | 1.6k | 232.83 |
| 2022-03-31 | $369k | 1.6k | 230.63 |
| 2021-12-31 | $402k | 1.6k | 251.25 |
| 2021-09-30 | $337k | 1.6k | 210.63 |
| 2021-06-30 | $374k | 1.6k | 233.75 |
| 2021-03-31 | $365k | 1.6k | 228.13 |
| 2020-12-31 | $350k | 1.6k | 218.75 |
| 2020-09-30 | $303k | 1.6k | 189.38 |
| 2020-06-30 | $280k | 1.6k | 175.00 |
| 2020-03-31 | $229k | 1.6k | 143.13 |
| 2019-12-31 | $304k | 1.6k | 190.00 |
| 2019-09-30 | $332k | 1.6k | 207.50 |
| 2019-06-30 | $315k | 1.6k | 196.88 |
| 2019-03-31 | $281k | 1.6k | 175.62 |
| 2018-12-31 | $257k | 1.6k | 160.62 |
| 2018-09-30 | $345k | 1.6k | 215.62 |
| 2018-06-30 | $352k | 1.6k | 218.75 |
| 2018-03-31 | $365k | 1.6k | 228.12 |
| 2017-12-31 | $366k | 1.6k | 228.75 |
| 2017-09-30 | $319k | 1.6k | 199.38 |
| 2017-06-30 | $310k | 1.6k | 193.75 |
| 2017-03-31 | $259k | 1.6k | 161.88 |
| 2016-12-31 | $245k | 1.6k | 153.12 |