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Avantax Planning Partners’s Constellation Brands STZ Stock Holding History

Avantax Planning Partners’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 		$535K Sell
3,849
-50
-1% -$7.43K 0.01% 285
2026
Q1 		$585K Sell
3,899
-363
-9% -$56.1K 0.02% 258
2025
Q4 		$588K Hold
4,262
– – 0.02% 247
2025
Q3 		$574K Sell
4,262
-21
-0.5% -$3.34K 0.02% 249
2025
Q2 		$697K Sell
4,283
-47
-1% -$8.43K 0.02% 223
2025
Q1 		$795K Buy
4,330
+32
+0.7% +$5.81K 0.03% 198
2024
Q4 		$950K Sell
4,298
-2,602
-38% -$618K 0.03% 187
2024
Q3 		$1.78M Buy
6,900
+271
+4% +$67.2K 0.06% 136
2024
Q2 		$1.71M Sell
6,629
-16
-0.2% -$4.12K 0.05% 153
2024
Q1 		$1.81M Sell
6,645
-192
-3% -$48.6K 0.06% 153
2023
Q4 		$1.65M Buy
6,837
+5,427
+385% +$1.29M 0.06% 127
2023
Q3 		$354K Sell
1,410
-320
-18% -$83.5K 0.01% 259
2023
Q2 		$426K Buy
1,730
+7
+0.4% +$1.64K 0.02% 249
2023
Q1 		$389K Sell
1,723
-26
-1% -$5.79K 0.02% 256
2022
Q4 		$405K Sell
1,749
-180
-9% -$43.1K 0.02% 256
2022
Q3 		$443K Buy
1,929
+164
+9% +$40K 0.02% 231
2022
Q2 		$411K Buy
1,765
+113
+7% +$27.5K 0.02% 239
2022
Q1 		$380K Sell
1,652
-94
-5% -$21.7K 0.02% 251
2021
Q4 		$438K Buy
1,746
+49
+3% +$11.2K 0.02% 227
2021
Q3 		$358K Sell
1,697
-6
-0.4% -$1.31K 0.02% 231
2021
Q2 		$398K Buy
1,703
+333
+24% +$78.2K 0.02% 223
2021
Q1 		$312K Sell
1,370
-42
-3% -$9.46K 0.02% 237
2020
Q4 		$309K Sell
1,412
-149
-10% -$29.3K 0.02% 216
2020
Q3 		$296K Sell
1,561
-108
-6% -$19.7K 0.02% 229
2020
Q2 		$292K Buy
1,669
+3
+0.2% +$500 0.02% 219
2020
Q1 		$239K Sell
1,666
-831
-33% -$147K 0.02% 232
2019
Q4 		$474K Sell
2,497
-32
-1% -$6.04K 0.03% 180
2019
Q3 		$524K Buy
2,529
+30
+1% +$6.02K 0.03% 165
2019
Q2 		$500K Sell
2,499
-1
-0% -$195 0.03% 170
2019
Q1 		$438K Buy
2,500
+336
+16% +$56.6K 0.03% 177
2018
Q4 		$348K Sell
2,164
-11
-0.5% -$2.19K 0.03% 178
2018
Q3 		$469K Sell
2,175
-24
-1% -$5.1K 0.04% 143
2018
Q2 		$481K Sell
2,199
-6,268
-74% -$1.42M 0.04% 133
2018
Q1 		$1.93M Buy
8,467
+239
+3% +$52.6K 0.17% 53
2017
Q4 		$1.88M Sell
8,228
-723
-8% -$156K 0.17% 51
2017
Q3 		$1.78M Sell
8,951
-1,678
-16% -$332K 0.14% 69
2017
Q2 		$2.06M Buy
10,629
+135
+1% +$24K 0.17% 60
2017
Q1 		$1.7M Buy
10,494
+196
+2% +$30.6K 0.15% 60
2016
Q4 		$1.58M Buy
+10,298
New +$1.64M 0.17% 58

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Avantax Planning Partners's STZ Position: Q2 2026 in Review

Avantax Planning Partners reduced its Constellation Brands (STZ) stake by 1.3% in Q2 2026, selling an estimated $7.43K and leaving 3,849 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #285.

Avantax Planning Partners first reported a position in STZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.06M in Q2 2017. 385 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Avantax Planning Partners held 3,849 shares of Constellation Brands worth $535K as of Q2 2026.
  • Avantax Planning Partners sold 50 Constellation Brands shares in Q2 2026, an estimated $7.43K.
  • Constellation Brands made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #285 holding.
  • Avantax Planning Partners first reported a position in Constellation Brands in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Constellation Brands position peaked at $2.06M in Q2 2017.
  • 385 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.