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Arkadios Wealth Advisors’s Constellation Brands STZ Stock Holding History

Arkadios Wealth 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 		$629K Sell
4,525
-1,572
-26% -$234K 0.01% 1004
2026
Q1 		$915K Sell
6,097
-33
-0.5% -$5.1K 0.01% 833
2025
Q4 		$846K Buy
6,130
+787
+15% +$108K 0.02% 770
2025
Q3 		$719K Sell
5,343
-1,899
-26% -$302K 0.02% 781
2025
Q2 		$1.18M Buy
7,242
+764
+12% +$137K 0.03% 508
2025
Q1 		$1.19M Buy
6,478
+3,948
+156% +$717K 0.04% 408
2024
Q4 		$559K Buy
2,530
+167
+7% +$39.7K 0.03% 503
2024
Q3 		$609K Buy
2,363
+888
+60% +$220K 0.03% 475
2024
Q2 		$380K Buy
1,475
+196
+15% +$50.4K 0.03% 558
2024
Q1 		$347K Buy
1,279
+14
+1% +$3.54K 0.03% 488
2023
Q4 		$306K Buy
1,265
+105
+9% +$25K 0.03% 519
2023
Q3 		$291K Buy
1,160
+18
+2% +$4.7K 0.03% 495
2023
Q2 		$281K Sell
1,142
-55
-5% -$12.9K 0.03% 463
2023
Q1 		$270K Buy
1,197
+178
+17% +$39.6K 0.03% 469
2022
Q4 		$236K Buy
1,019
+60
+6% +$14.4K 0.03% 468
2022
Q3 		$220K Buy
959
+39
+4% +$9.51K 0.03% 464
2022
Q2 		$214K Sell
920
-1
-0.1% -$243 0.03% 488
2022
Q1 		$212K Buy
+921
New +$213K 0.03% 522
2021
Q4 		– Sell
-339
Closed -$71K – 1636
2021
Q3 		$71K Sell
339
-630
-65% -$138K 0.01% 780
2021
Q2 		$226K Buy
969
+18
+2% +$4.23K 0.03% 501
2021
Q1 		$217K Buy
951
+20
+2% +$4.51K 0.04% 394
2020
Q4 		$204K Buy
931
+799
+605% +$157K 0.04% 321
2020
Q3 		$24K Sell
132
-2
-1% -$365 0.01% 565
2020
Q2 		$24K Buy
134
+11
+9% +$1.83K 0.01% 508
2020
Q1 		$17.6K Sell
123
-10
-8% -$1.76K 0.01% 512
2019
Q4 		$26.8K Buy
+133
New +$25.1K 0.02% 409

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arkadios Wealth Advisors's STZ Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Constellation Brands (STZ) stake by 26% in Q2 2026, selling an estimated $234K and leaving 4,525 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #1004.

Arkadios Wealth Advisors first reported a position in STZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.19M in Q1 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Arkadios Wealth Advisors held 4,525 shares of Constellation Brands worth $629K as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,572 Constellation Brands shares in Q2 2026, an estimated $234K.
  • Constellation Brands made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1004 holding.
  • Arkadios Wealth Advisors first reported a position in Constellation Brands in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Constellation Brands position peaked at $1.19M in Q1 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.