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Bell Investment Advisors’s Constellation Brands STZ Stock Holding History

Bell Investment 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 		$4.17K Sell
30
-2
-6% -$297 ﹤0.01% 1053
2026
Q1 		$4.8K Hold
32
– – ﹤0.01% 978
2025
Q4 		$4.42K Sell
32
-47
-59% -$6.45K ﹤0.01% 1017
2025
Q3 		$10.6K Sell
79
-6
-7% -$954 ﹤0.01% 622
2025
Q2 		$13.8K Buy
85
+6
+8% +$1.08K ﹤0.01% 552
2025
Q1 		$14.5K Sell
79
-40
-34% -$7.27K ﹤0.01% 478
2024
Q4 		$26.3K Sell
119
-31
-21% -$7.37K ﹤0.01% 325
2024
Q3 		$38.7K Sell
150
-2
-1% -$496 0.01% 265
2024
Q2 		$39.1K Buy
152
+16
+12% +$4.12K 0.01% 255
2024
Q1 		$37K Sell
136
-17
-11% -$4.3K 0.01% 256
2023
Q4 		$37K Buy
153
+11
+8% +$2.62K 0.01% 233
2023
Q3 		$35.7K Sell
142
-18
-11% -$4.7K 0.01% 214
2023
Q2 		$39.4K Buy
160
+13
+9% +$3.04K 0.01% 195
2023
Q1 		$33.2K Sell
147
-2
-1% -$445 0.01% 218
2022
Q4 		$34.5K Sell
149
-13
-8% -$3.11K 0.01% 215
2022
Q3 		$37K Buy
162
+31
+24% +$7.55K 0.01% 173
2022
Q2 		$31K Buy
+131
New +$31.9K 0.01% 191
2021
Q4 		$33K Sell
133
-22
-14% -$5.01K 0.01% 210
2021
Q3 		$33K Buy
+155
New +$33.8K 0.01% 198

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

Bell Investment Advisors's STZ Position: Q2 2026 in Review

Bell Investment Advisors reduced its Constellation Brands (STZ) stake by 6.3% in Q2 2026, selling an estimated $297 and leaving 30 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Bell Investment Advisors first reported a position in STZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $39.4K in Q2 2023. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Bell Investment Advisors held 30 shares of Constellation Brands worth $4.17K as of Q2 2026.
  • Bell Investment Advisors sold 2 Constellation Brands shares in Q2 2026, an estimated $297.
  • Constellation Brands made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1053 holding.
  • Bell Investment Advisors first reported a position in Constellation Brands in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Constellation Brands position peaked at $39.4K in Q2 2023.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.