Constellation Brands shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Constellation Brands (STZ) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Constellation Brands
Tip: Access up to 7 years of quarterly data
All positions including Constellation Brands held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Constellation Brands by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $408k | 3.0k | 134.67 |
| 2025-06-30 | $456k | 2.8k | 162.70 |
| 2025-03-31 | $505k | 2.8k | 183.51 |
| 2024-12-31 | $740k | 3.3k | 221.02 |
| 2024-09-30 | $862k | 3.3k | 257.66 |
| 2024-06-30 | $860k | 3.3k | 257.28 |
| 2024-03-31 | $909k | 3.3k | 271.74 |
| 2023-12-31 | $864k | 3.6k | 241.77 |
| 2023-09-30 | $903k | 3.6k | 251.32 |
| 2023-06-30 | $892k | 3.6k | 246.11 |
| 2023-03-31 | $826k | 3.7k | 225.91 |
| 2022-12-31 | $828k | 3.6k | 231.76 |
| 2022-09-30 | $797k | 3.6k | 223.31 |
| 2022-06-30 | $831k | 3.6k | 232.97 |
| 2022-03-31 | $821k | 3.6k | 230.36 |
| 2021-12-31 | $896k | 3.6k | 250.91 |
| 2021-09-30 | $817k | 3.9k | 210.62 |
| 2021-06-30 | $2.5M | 11k | 233.85 |
| 2021-03-31 | $2.4M | 11k | 227.97 |
| 2020-12-31 | $1.8M | 8.0k | 219.02 |
| 2020-09-30 | $1.2M | 6.3k | 189.58 |
| 2020-06-30 | $1.1M | 6.2k | 174.90 |
| 2020-03-31 | $576k | 4.0k | 143.46 |
| 2019-12-31 | $672k | 3.5k | 189.78 |
| 2019-09-30 | $757k | 3.7k | 207.23 |
| 2019-06-30 | $745k | 3.7k | 204.05 |
| 2019-03-31 | $652k | 4.4k | 149.85 |