1IA
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1620 Investment Advisors’s Constellation Brands STZ Stock Holding History

1620 Investment Advisors’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$380K Buy
2,734
+13
+0.5% +$1.93K 0.24% 115
2026
Q1 		$408K Buy
2,721
+105
+4% +$16.2K 0.28% 105
2025
Q4 		$361K Sell
2,616
-271
-9% -$37.2K 0.24% 112
2025
Q3 		$389K Buy
2,887
+65
+2% +$10.3K 0.26% 110
2025
Q2 		$459K Buy
2,822
+107
+4% +$19.2K 0.33% 93
2025
Q1 		$498K Buy
2,715
+268
+11% +$48.7K 0.38% 80
2024
Q4 		$541K Buy
2,447
+45
+2% +$10.7K 0.41% 75
2024
Q3 		$619K Buy
2,402
+4
+0.2% +$991 0.45% 65
2024
Q2 		$617K Buy
2,398
+35
+1% +$9K 0.47% 54
2024
Q1 		$642K Buy
2,363
+11
+0.5% +$2.78K 0.65% 49
2023
Q4 		$569K Buy
2,352
+42
+2% +$9.99K 0.62% 54
2023
Q3 		$581K Buy
2,310
+11
+0.5% +$2.87K 0.66% 50
2023
Q2 		$566K Buy
2,299
+29
+1% +$6.79K 0.61% 50
2023
Q1 		$513K Sell
2,270
-7
-0.3% -$1.56K 0.62% 51
2022
Q4 		$528K Buy
2,277
+84
+4% +$20.1K 0.64% 55
2022
Q3 		$504K Buy
2,193
+18
+0.8% +$4.39K 0.74% 47
2022
Q2 		$507K Buy
2,175
+67
+3% +$16.3K 0.7% 49
2022
Q1 		$529K Hold
2,108
– – 0.58% 67
2021
Q4 		$529K Buy
+2,108
New +$480K 0.59% 64

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

1620 Investment Advisors's STZ Position: Q2 2026 in Review

1620 Investment Advisors increased its Constellation Brands (STZ) stake by 0.48% in Q2 2026, buying an estimated $1.93K and bringing the position to 2,734 shares worth $380K. The position accounts for 0.24% of the portfolio, ranked #115.

1620 Investment Advisors first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $642K in Q1 2024. 214 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • 1620 Investment Advisors held 2,734 shares of Constellation Brands worth $380K as of Q2 2026.
  • 1620 Investment Advisors bought 13 Constellation Brands shares in Q2 2026, an estimated $1.93K.
  • Constellation Brands made up 0.24% of 1620 Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • 1620 Investment Advisors first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Constellation Brands position peaked at $642K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.