Constellation Brands shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Constellation Brands (STZ) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Constellation Brands
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Quarterly reported holdings in Constellation Brands by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 2.6k | 134.67 |
| 2025-06-30 | $674k | 4.1k | 162.68 |
| 2025-03-31 | $1.0M | 5.7k | 183.52 |
| 2024-12-31 | $1.4M | 6.4k | 221.00 |
| 2024-09-30 | $1.7M | 6.7k | 257.69 |
| 2024-06-30 | $1.7M | 6.7k | 257.28 |
| 2024-03-31 | $2.8M | 10k | 271.75 |
| 2023-12-31 | $2.5M | 10k | 241.74 |
| 2023-09-30 | $2.6M | 10k | 251.32 |
| 2023-06-30 | $2.5M | 10k | 246.12 |
| 2023-03-31 | $2.3M | 10k | 225.88 |
| 2022-12-31 | $2.4M | 10k | 231.74 |
| 2022-09-30 | $2.4M | 10k | 229.69 |
| 2022-06-30 | $2.4M | 10k | 233.08 |
| 2022-03-31 | $2.4M | 10k | 230.27 |
| 2021-12-31 | $2.6M | 10k | 250.96 |
| 2021-09-30 | $2.4M | 12k | 210.69 |
| 2021-06-30 | $3.3M | 14k | 233.90 |
| 2021-03-31 | $3.1M | 13k | 227.96 |
| 2020-12-31 | $2.1M | 9.7k | 219.10 |
| 2020-09-30 | $1.9M | 10k | 189.48 |
| 2020-06-30 | $1.8M | 10k | 174.90 |
| 2020-03-31 | $1.6M | 11k | 143.32 |
| 2019-12-31 | $4.1M | 22k | 189.76 |
| 2019-09-30 | $4.7M | 23k | 207.29 |
| 2019-06-30 | $4.5M | 23k | 196.94 |
| 2019-03-31 | $3.7M | 21k | 175.33 |
| 2018-12-31 | $2.5M | 15k | 160.82 |
| 2018-09-30 | $3.2M | 15k | 215.62 |
| 2018-06-30 | $3.3M | 15k | 218.89 |
| 2018-03-31 | $3.5M | 15k | 227.95 |
| 2017-12-31 | $3.4M | 15k | 228.59 |
| 2017-09-30 | $3.0M | 15k | 199.48 |
| 2017-06-30 | $3.0M | 15k | 193.73 |
| 2017-03-31 | $2.5M | 15k | 162.07 |
| 2016-12-31 | $2.4M | 16k | 153.31 |
| 2016-09-30 | $2.6M | 16k | 166.51 |
| 2016-06-30 | $2.5M | 15k | 165.40 |
| 2016-03-31 | $2.4M | 16k | 151.10 |
| 2015-12-31 | $2.4M | 17k | 142.46 |
| 2015-09-30 | $2.0M | 16k | 125.21 |
| 2015-06-30 | $1.7M | 15k | 116.02 |
| 2015-03-31 | $1.7M | 15k | 116.23 |
| 2014-12-31 | $1.1M | 11k | 98.15 |
| 2014-09-30 | $963k | 11k | 87.15 |
| 2014-06-30 | $886k | 10k | 88.16 |
| 2014-03-31 | $811k | 9.6k | 84.92 |
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