CWA
STZ icon

Carolina Wealth Advisors’s Constellation Brands STZ Stock Holding History

Carolina Wealth 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 		$2.78K Hold
20
– – ﹤0.01% 260
2026
Q1 		$3K Hold
20
– – ﹤0.01% 250
2025
Q4 		$2.76K Hold
20
– – ﹤0.01% 217
2025
Q3 		$2.69K Hold
20
– – ﹤0.01% 199
2025
Q2 		$3.25K Hold
20
– – ﹤0.01% 206
2025
Q1 		$3.67K Hold
20
– – ﹤0.01% 206
2024
Q4 		$4.42K Sell
20
-20
-50% -$4.75K ﹤0.01% 204
2024
Q3 		$10.3K Hold
40
– – 0.01% 169
2024
Q2 		$10.3K Hold
40
– – 0.01% 136
2024
Q1 		$10.9K Hold
40
– – 0.01% 141
2023
Q4 		$9.67K Sell
40
-20
-33% -$4.76K 0.01% 160
2023
Q3 		$15.1K Hold
60
– – 0.01% 156
2023
Q2 		$14.8K Hold
60
– – 0.01% 142
2023
Q1 		$13.6K Hold
60
– – 0.01% 143
2022
Q4 		$14K Buy
60
+20
+50% +$4.79K 0.01% 138
2022
Q3 		$9K Hold
40
– – 0.01% 149
2022
Q2 		$9K Hold
40
– – 0.01% 170
2022
Q1 		$9K Hold
40
– – 0.01% 186
2021
Q4 		$10K Hold
40
– – 0.01% 188
2021
Q3 		$8K Hold
40
– – 0.01% 191
2021
Q2 		$9K Hold
40
– – 0.01% 193
2021
Q1 		$9K Hold
40
– – 0.01% 209
2020
Q4 		$9K Hold
40
– – 0.01% 152
2020
Q3 		$8K Hold
40
– – 0.01% 150
2020
Q2 		$7K Hold
40
– – 0.01% 130
2020
Q1 		$6K Hold
40
– – 0.01% 127
2019
Q4 		$8K Buy
+40
New +$7.55K 0.01% 135

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
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
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

Carolina Wealth Advisors's STZ Position: Q2 2026 in Review

Carolina Wealth Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 20 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Carolina Wealth Advisors first reported a position in STZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.1K in Q3 2023. 173 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Carolina Wealth Advisors held 20 shares of Constellation Brands worth $2.78K as of Q2 2026.
  • Carolina Wealth Advisors left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #260 holding.
  • Carolina Wealth Advisors first reported a position in Constellation Brands in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Constellation Brands position peaked at $15.1K in Q3 2023.
  • 173 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.