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Benjamin Edwards Inc’s Constellation Brands STZ Stock Holding History

Benjamin Edwards Inc’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 		$727K Sell
5,230
-2,366
-31% -$352K 0.01% 924
2026
Q1 		$1.14M Buy
7,596
+2,707
+55% +$418K 0.01% 716
2025
Q4 		$675K Buy
4,889
+288
+6% +$39.5K 0.01% 848
2025
Q3 		$620K Sell
4,601
-429
-9% -$68.2K 0.01% 866
2025
Q2 		$818K Buy
5,030
+363
+8% +$65.1K 0.01% 695
2025
Q1 		$857K Buy
4,667
+181
+4% +$32.9K 0.01% 622
2024
Q4 		$992K Sell
4,486
-277
-6% -$65.8K 0.01% 613
2024
Q3 		$1.23M Buy
4,763
+3,209
+206% +$795K 0.02% 543
2024
Q2 		$400K Buy
1,554
+1,514
+3,785% +$389K 0.08% 249
2024
Q1 		$11K Hold
40
– – ﹤0.01% 637
2023
Q4 		$10K Hold
40
– – ﹤0.01% 588
2023
Q3 		$10K Hold
40
– – ﹤0.01% 578
2023
Q2 		$10K Hold
40
– – ﹤0.01% 574
2023
Q1 		$9K Hold
40
– – ﹤0.01% 590
2022
Q4 		$9K Hold
40
– – ﹤0.01% 598
2022
Q3 		$9K Hold
40
– – ﹤0.01% 572
2022
Q2 		$9K Hold
40
– – ﹤0.01% 593
2022
Q1 		$9K Hold
40
– – ﹤0.01% 617
2021
Q4 		$10K Hold
40
– – ﹤0.01% 587
2021
Q3 		$8K Hold
40
– – ﹤0.01% 467
2021
Q2 		$9K Hold
40
– – 0.01% 366
2021
Q1 		$9K Hold
40
– – 0.01% 332
2020
Q4 		$9K Hold
40
– – 0.01% 328
2020
Q3 		$8K Hold
40
– – 0.01% 320
2020
Q2 		$7K Hold
40
– – 0.01% 317
2020
Q1 		$6K Hold
40
– – 0.01% 317
2019
Q4 		$8K Hold
40
– – 0.02% 239
2019
Q3 		$8K Hold
40
– – 0.02% 237
2019
Q2 		$8K Hold
40
– – 0.02% 235
2019
Q1 		$7K Buy
+40
New +$6.74K 0.03% 226

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

Benjamin Edwards Inc's STZ Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Constellation Brands (STZ) stake by 31% in Q2 2026, selling an estimated $352K and leaving 5,230 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #924.

Benjamin Edwards Inc first reported a position in STZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.23M in Q3 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Benjamin Edwards Inc held 5,230 shares of Constellation Brands worth $727K as of Q2 2026.
  • Benjamin Edwards Inc sold 2,366 Constellation Brands shares in Q2 2026, an estimated $352K.
  • Constellation Brands made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #924 holding.
  • Benjamin Edwards Inc first reported a position in Constellation Brands in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Constellation Brands position peaked at $1.23M in Q3 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.