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B. Riley Wealth Advisors’s Constellation Brands STZ Stock Holding History

B. Riley 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 		– Sell
-1,897
Closed -$286K – 1003
2026
Q1 		$286K Buy
1,897
+101
+6% +$15.6K 0.02% 605
2025
Q4 		$248K Buy
+1,796
New +$246K 0.01% 781
2024
Q4 		$1.43M Sell
6,469
-708
-10% -$168K 0.05% 352
2024
Q3 		$1.8M Sell
7,177
-932
-11% -$231K 0.05% 341
2024
Q2 		$2.09M Sell
8,109
-996
-11% -$256K 0.05% 328
2024
Q1 		$2.29M Buy
9,105
+974
+12% +$246K 0.06% 310
2023
Q4 		$1.97M Sell
8,131
-974
-11% -$232K 0.05% 363
2023
Q3 		$2.29M Buy
9,105
+469
+5% +$122K 0.06% 310
2023
Q2 		$2.13M Buy
8,636
+41
+0.5% +$9.59K 0.05% 359
2023
Q1 		$1.94M Sell
8,595
-462
-5% -$103K 0.05% 351
2022
Q4 		$2.1M Sell
9,057
-8,378
-48% -$2.01M 0.06% 323
2022
Q3 		$4M Buy
17,435
+1,088
+7% +$265K 0.12% 178
2022
Q2 		$3.81M Sell
16,347
-332
-2% -$80.8K 0.16% 136
2022
Q1 		$3.84M Sell
16,679
-349
-2% -$80.6K 0.13% 174
2021
Q4 		$4.28M Sell
17,028
-245
-1% -$55.8K 0.12% 174
2021
Q3 		$3.64M Sell
17,273
-2,951
-15% -$644K 0.12% 196
2021
Q2 		$4.73M Buy
20,224
+1,973
+11% +$463K 0.15% 156
2021
Q1 		$4.16M Buy
18,251
+16,172
+778% +$3.64M 0.15% 164
2020
Q4 		$456K Buy
2,079
+496
+31% +$97.5K 0.02% 567
2020
Q3 		$300K Buy
1,583
+363
+30% +$66.2K 0.02% 717
2020
Q2 		$214K Sell
1,220
-296
-20% -$49.3K 0.01% 753
2020
Q1 		$218K Buy
+1,516
New +$267K 0.02% 643
2019
Q4 		– Sell
-3,057
Closed -$634K – 900
2019
Q3 		$634K Sell
3,057
-1,103
-27% -$221K 0.06% 329
2019
Q2 		$817K Buy
4,160
+240
+6% +$46.9K 0.09% 237
2019
Q1 		$686K Buy
3,920
+657
+20% +$111K 0.09% 253
2018
Q4 		$525K Buy
3,263
+79
+2% +$15.7K 0.07% 282
2018
Q3 		$688K Sell
3,184
-270
-8% -$57.4K 0.08% 264
2018
Q2 		$758K Buy
3,454
+692
+25% +$156K 0.1% 221
2018
Q1 		$631K Buy
2,762
+450
+19% +$99.1K 0.09% 249
2017
Q4 		$529K Buy
2,312
+225
+11% +$48.6K 0.07% 300
2017
Q3 		$417K Sell
2,087
-122
-6% -$24.1K 0.07% 300
2017
Q2 		$429K Sell
2,209
-31
-1% -$5.52K 0.08% 281
2017
Q1 		$363K Sell
2,240
-232
-9% -$36.2K 0.07% 295
2016
Q4 		$379K Sell
2,472
-847
-26% -$135K 0.08% 294
2016
Q3 		$553K Sell
3,319
-301
-8% -$49.6K 0.11% 233
2016
Q2 		$599K Sell
3,620
-295
-8% -$46.2K 0.12% 216
2016
Q1 		$592K Buy
3,915
+975
+33% +$141K 0.14% 188
2015
Q4 		$419K Buy
2,940
+2
+0.1% +$275 0.08% 281
2015
Q3 		$368K Sell
2,938
-30
-1% -$3.7K 0.09% 297
2015
Q2 		$345K Buy
2,968
+276
+10% +$32.6K 0.09% 299
2015
Q1 		$313K Sell
2,692
-377
-12% -$42.4K 0.08% 340
2014
Q4 		$301 Buy
+3,069
New +$281K 0.01% 1120
2014
Q3 		– Sell
-1,350
Closed -$119K – 1732
2014
Q2 		$119K Buy
+1,350
New +$111K 0.03% 651

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
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
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

B. Riley Wealth Advisors's STZ Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 1,897 shares — an estimated $286K sold.

B. Riley Wealth Advisors first reported a position in STZ in Q2 2014 and held it in 43 quarters. The position peaked at $4.73M in Q2 2021. 293 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,897 Constellation Brands shares in Q2 2026, an estimated $286K.
  • B. Riley Wealth Advisors first reported a position in Constellation Brands in Q2 2014 and held it in 43 quarters.
  • B. Riley Wealth Advisors's Constellation Brands position peaked at $4.73M in Q2 2021.
  • 293 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.