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Buttonwood Financial Advisors’s Constellation Brands STZ Stock Holding History

Buttonwood 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 		$312K Sell
2,246
-387
-15% -$57.5K 0.1% 91
2026
Q1 		$395K Sell
2,633
-328
-11% -$50.7K 0.13% 81
2025
Q4 		$409K Sell
2,961
-3,153
-52% -$433K 0.14% 80
2025
Q3 		$823K Buy
6,114
+4,045
+196% +$643K 0.28% 58
2025
Q2 		$337K Buy
2,069
+592
+40% +$106K 0.14% 84
2025
Q1 		$271K Buy
+1,477
New +$268K 0.12% 87

Other funds holding STZ

Assenagon Asset Management
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
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Buttonwood Financial Advisors reduced its Constellation Brands (STZ) stake by 15% in Q2 2026, selling an estimated $57.5K and leaving 2,246 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #91.

Buttonwood Financial Advisors first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $823K in Q3 2025. 206 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Buttonwood Financial Advisors held 2,246 shares of Constellation Brands worth $312K as of Q2 2026.
  • Buttonwood Financial Advisors sold 387 Constellation Brands shares in Q2 2026, an estimated $57.5K.
  • Constellation Brands made up 0.1% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • Buttonwood Financial Advisors first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • Buttonwood Financial Advisors's Constellation Brands position peaked at $823K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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