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Baker Tilly Wealth Management’s Constellation Brands STZ Stock Holding History

Baker Tilly Wealth Management’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
Q3 		$319K Buy
2,819
+68
+2% +$8.77K 0.06% 221
2026
Q2 		$383K Sell
2,751
-198
-7% -$29.4K 0.08% 196
2026
Q1 		$442K Buy
2,949
+788
+36% +$122K 0.11% 171
2025
Q4 		$298K Sell
2,161
-157
-7% -$21.5K 0.07% 221
2025
Q3 		$312K Buy
+2,318
New +$369K 0.07% 211
2024
Q3 		– Sell
-1,056
Closed -$272K – 285
2024
Q2 		$272K Sell
1,056
-1,787
-63% -$460K 0.11% 211
2024
Q1 		$773K Sell
2,843
-96
-3% -$24.3K 0.14% 163
2023
Q4 		$711K Buy
2,939
+6
+0.2% +$1.43K 0.12% 194
2023
Q3 		$737K Sell
2,933
-900
-23% -$235K 0.12% 169
2023
Q2 		$943K Sell
3,833
-551
-13% -$129K 0.1% 208
2023
Q1 		$990K Sell
4,384
-176
-4% -$39.2K 0.11% 202
2022
Q4 		$1.06M Buy
4,560
+136
+3% +$32.6K 0.13% 176
2022
Q3 		$1.02M Sell
4,424
-140
-3% -$34.1K 0.14% 159
2022
Q2 		$1.06M Buy
4,564
+764
+20% +$186K 0.14% 155
2022
Q1 		$875K Buy
3,800
+65
+2% +$15K 0.1% 221
2021
Q4 		$937K Buy
3,735
+1,327
+55% +$302K 0.1% 216
2021
Q3 		$507K Buy
2,408
+1,509
+168% +$329K 0.07% 311
2021
Q2 		$210K Buy
+899
New +$211K 0.03% 476

Other funds holding STZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Baker Tilly Wealth Management's STZ Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Constellation Brands (STZ) stake by 2.5% in Q3 2026, buying an estimated $8.77K and bringing the position to 2,819 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #221.

Baker Tilly Wealth Management first reported a position in STZ in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q2 2022. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Baker Tilly Wealth Management held 2,819 shares of Constellation Brands worth $319K as of Q3 2026.
  • Baker Tilly Wealth Management bought 68 Constellation Brands shares in Q3 2026, an estimated $8.77K.
  • Constellation Brands made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #221 holding.
  • Baker Tilly Wealth Management first reported a position in Constellation Brands in Q2 2021 and has held it in 18 quarters since.
  • Baker Tilly Wealth Management's Constellation Brands position peaked at $1.06M in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.