Belpointe Asset Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $426K | Sell |
3,065
-640
| -17% | -$95.1K | 0.01% | 771 |
|
|
2026
Q1 | $556K | Sell |
3,705
-472
| -11% | -$72.9K | 0.02% | 654 |
|
|
2025
Q4 | $576K | Buy |
4,177
+2,566
| +159% | +$352K | 0.02% | 611 |
|
|
2025
Q3 | $217K | Sell |
1,611
-12
| -0.7% | -$1.91K | 0.01% | 902 |
|
|
2025
Q2 | $264K | Sell |
1,623
-71
| -4% | -$12.7K | 0.01% | 791 |
|
|
2025
Q1 | $311K | Sell |
1,694
-9,534
| -85% | -$1.73M | 0.02% | 715 |
|
|
2024
Q4 | $2.7M | Buy |
11,228
+1,002
| +10% | +$238K | 0.16% | 128 |
|
|
2024
Q3 | $2.64M | Sell |
10,226
-342
| -3% | -$84.8K | 0.16% | 127 |
|
|
2024
Q2 | $2.72M | Buy |
10,568
+3,300
| +45% | +$849K | 0.19% | 101 |
|
|
2024
Q1 | $1.98M | Buy |
7,268
+2,057
| +39% | +$521K | 0.15% | 129 |
|
|
2023
Q4 | $1.26M | Sell |
5,211
-684
| -12% | -$163K | 0.11% | 182 |
|
|
2023
Q3 | $1.48M | Buy |
5,895
+110
| +2% | +$28.7K | 0.15% | 132 |
|
|
2023
Q2 | $1.42M | Sell |
5,785
-1,013
| -15% | -$237K | 0.15% | 137 |
|
|
2023
Q1 | $1.54M | Sell |
6,798
-2,620
| -28% | -$583K | 0.08% | 251 |
|
|
2022
Q4 | $2.18M | Sell |
9,418
-106
| -1% | -$25.4K | 0.13% | 159 |
|
|
2022
Q3 | $2.19M | Sell |
9,524
-137
| -1% | -$33.4K | 0.15% | 140 |
|
|
2022
Q2 | $2.25M | Sell |
9,661
-346
| -3% | -$84.2K | 0.15% | 143 |
|
|
2022
Q1 | $2.31M | Sell |
10,007
-286
| -3% | -$66K | 0.14% | 151 |
|
|
2021
Q4 | $2.58M | Buy |
10,293
+1,534
| +18% | +$350K | 0.16% | 129 |
|
|
2021
Q3 | $1.85M | Sell |
8,759
-242
| -3% | -$52.8K | 0.13% | 170 |
|
|
2021
Q2 | $2.1M | Buy |
9,001
+564
| +7% | +$132K | 0.15% | 144 |
|
|
2021
Q1 | $1.92M | Sell |
8,437
-1,267
| -13% | -$286K | 0.16% | 136 |
|
|
2020
Q4 | $2.13M | Buy |
9,704
+3,385
| +54% | +$665K | 0.19% | 110 |
|
|
2020
Q3 | $1.2M | Buy |
6,319
+492
| +8% | +$89.7K | 0.13% | 170 |
|
|
2020
Q2 | $1.02M | Buy |
5,827
+588
| +11% | +$97.9K | 0.13% | 165 |
|
|
2020
Q1 | $751K | Buy |
5,239
+549
| +12% | +$96.9K | 0.13% | 184 |
|
|
2019
Q4 | $890K | Sell |
4,690
-908
| -16% | -$171K | 0.11% | 199 |
|
|
2019
Q3 | $1.16M | Sell |
5,598
-57
| -1% | -$11.4K | 0.19% | 127 |
|
|
2019
Q2 | $1.11M | Sell |
5,655
-133
| -2% | -$26K | 0.22% | 103 |
|
|
2019
Q1 | $1.01M | Buy |
5,788
+2,333
| +68% | +$393K | 0.2% | 82 |
|
|
2018
Q4 | $556K | Sell |
3,455
-1,209
| -26% | -$240K | 0.14% | 158 |
|
|
2018
Q3 | $1.01M | Buy |
+4,664
| New | +$992K | 0.16% | 124 |
|
|
2018
Q1 | – | Sell |
-1,850
| Closed | -$423K | – | 467 |
|
|
2017
Q4 | $423K | Buy |
+1,850
| New | +$400K | 0.09% | 268 |
|
Other funds holding STZ
Belpointe Asset Management's STZ Position: Q2 2026 in Review
Belpointe Asset Management reduced its Constellation Brands (STZ) stake by 17% in Q2 2026, selling an estimated $95.1K and leaving 3,065 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #771.
Belpointe Asset Management first reported a position in STZ in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.72M in Q2 2024. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Belpointe Asset Management held 3,065 shares of Constellation Brands worth $426K as of Q2 2026.
- Belpointe Asset Management sold 640 Constellation Brands shares in Q2 2026, an estimated $95.1K.
- Constellation Brands made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #771 holding.
- Belpointe Asset Management first reported a position in Constellation Brands in Q4 2017 and has held it in 33 quarters since.
- Belpointe Asset Management's Constellation Brands position peaked at $2.72M in Q2 2024.
- 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.