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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) 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. 386 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.
386 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.