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Constellation Brands shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Constellation Brands (STZ) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Constellation Brands

Tip: Access up to 7 years of quarterly data

All positions including Constellation Brands held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Constellation Brands by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 22k 241.74
2023-09-30 $5.7M 23k 251.33
2023-06-30 $2.3M 9.3k 246.13
2023-03-31 $5.0M 22k 225.89
2022-12-31 $8.5M 37k 228.54
2022-09-30 $9.5M 39k 246.67
2022-03-31 $9.7M 40k 246.10