Benedict Financial Advisors’s Constellation Brands STZ Stock Holding History

Benedict Financial 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	$1.39M	Buy	10,011 +244	+2%	+$36.3K	0.27%	95
2026 Q1	$1.46M	Buy	9,767 +867	+10%	+$134K	0.3%	93
2025 Q4	$1.23M	Sell	8,900 -161	-2%	-$22.1K	0.26%	98
2025 Q3	$1.22M	Buy	9,061 +823	+10%	+$131K	0.26%	96
2025 Q2	$1.34M	Buy	8,238 +605	+8%	+$109K	0.3%	87
2025 Q1	$1.4M	Buy	7,633 +1,349	+21%	+$245K	0.32%	86
2024 Q4	$1.39M	Buy	6,284 +16	+0.3%	+$3.8K	0.34%	85
2024 Q3	$1.62M	Buy	6,268 +258	+4%	+$64K	0.38%	83
2024 Q2	$1.55M	Buy	6,010 +56	+0.9%	+$14.4K	0.39%	83
2024 Q1	$1.62M	Buy	5,954 +33	+0.6%	+$8.35K	0.41%	83
2023 Q4	$1.43M	Buy	5,921 +16	+0.3%	+$3.81K	0.39%	84
2023 Q3	$1.48M	Sell	5,905 -3	-0.1%	-$783	0.43%	82
2023 Q2	$1.45M	Buy	5,908 +16	+0.3%	+$3.74K	0.4%	83
2023 Q1	$1.33M	Sell	5,892 -79	-1%	-$17.6K	0.37%	84
2022 Q4	$1.38M	Buy	5,971 +83	+1%	+$19.9K	0.41%	76
2022 Q3	$1.35M	Buy	5,888 +81	+1%	+$19.7K	0.43%	75
2022 Q2	$1.35M	Buy	5,807 +32	+0.6%	+$7.79K	0.4%	79
2022 Q1	$1.33M	Sell	5,775 -149	-3%	-$34.4K	0.36%	84
2021 Q4	$1.49M	Buy	5,924 +14	+0.2%	+$3.19K	0.39%	80
2021 Q3	$1.25M	Sell	5,910 -79	-1%	-$17.2K	0.35%	87
2021 Q2	$1.4M	Sell	5,989 -141	-2%	-$33.1K	0.39%	81
2021 Q1	$1.4M	Buy	6,130 +49	+0.8%	+$11K	0.4%	79
2020 Q4	$1.33M	Buy	6,081 +106	+2%	+$20.8K	0.48%	67
2020 Q3	$1.13M	Buy	5,975 +469	+9%	+$85.5K	0.44%	71
2020 Q2	$963K	Buy	5,506 +733	+15%	+$122K	0.4%	74
2020 Q1	$684K	Buy	4,773 +308	+7%	+$54.3K	0.32%	81
2019 Q4	$847K	Buy	4,465 +66	+2%	+$12.5K	0.33%	79
2019 Q3	$912K	Buy	4,399 +228	+5%	+$45.8K	0.37%	80
2019 Q2	$821K	Buy	4,171 +457	+12%	+$89.2K	0.34%	80
2019 Q1	$651K	Buy	3,714 +1,185	+47%	+$200K	0.28%	83
2018 Q4	$407K	Buy	2,529 +246	+11%	+$48.9K	0.2%	86
2018 Q3	$492K	Buy	2,283 +538	+31%	+$114K	0.22%	83
2018 Q2	$382K	Buy	1,745 +319	+22%	+$72K	0.19%	85
2018 Q1	$325K	Buy	+1,426	New	+$314K	0.16%	86

Other funds holding STZ

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Benedict Financial Advisors's STZ Position: Q2 2026 in Review

Benedict Financial Advisors increased its Constellation Brands (STZ) stake by 2.5% in Q2 2026, buying an estimated $36.3K and bringing the position to 10,011 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #95.

Benedict Financial Advisors first reported a position in STZ in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.62M in Q1 2024. 173 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Benedict Financial Advisors held 10,011 shares of Constellation Brands worth $1.39M as of Q2 2026.
Benedict Financial Advisors bought 244 Constellation Brands shares in Q2 2026, an estimated $36.3K.
Constellation Brands made up 0.27% of Benedict Financial Advisors's portfolio in Q2 2026, its #95 holding.
Benedict Financial Advisors first reported a position in Constellation Brands in Q1 2018 and has held it in 34 quarters since.
Benedict Financial Advisors's Constellation Brands position peaked at $1.62M in Q1 2024.
173 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.