CFFP
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Center for Financial Planning’s Constellation Brands STZ Stock Holding History

Center for Financial Planning’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 		$6.26K Hold
45
– – ﹤0.01% 533
2026
Q1 		$6.75K Hold
45
– – ﹤0.01% 523
2025
Q4 		$6.21K Hold
45
– – ﹤0.01% 537
2025
Q3 		$6.06K Hold
45
– – ﹤0.01% 535
2025
Q2 		$7.32K Hold
45
– – ﹤0.01% 488
2025
Q1 		$8.26K Hold
45
– – ﹤0.01% 489
2024
Q4 		$9.95K Sell
45
-100
-69% -$23.8K ﹤0.01% 420
2024
Q3 		$37.4K Hold
145
– – 0.01% 283
2024
Q2 		$37.3K Hold
145
– – 0.01% 271
2024
Q1 		$39.4K Hold
145
– – 0.01% 268
2023
Q4 		$35.1K Buy
145
+10
+7% +$2.38K 0.01% 259
2023
Q3 		$33.9K Hold
135
– – 0.01% 252
2023
Q2 		$33.2K Hold
135
– – 0.01% 274
2023
Q1 		$30.5K Hold
135
– – 0.01% 265
2022
Q4 		$31.3K Hold
135
– – 0.01% 256
2022
Q3 		$31K Hold
135
– – 0.01% 255
2022
Q2 		$31K Hold
135
– – 0.01% 254
2022
Q1 		$31K Hold
135
– – 0.01% 267
2021
Q4 		$34K Hold
135
– – 0.01% 269
2021
Q3 		$28K Hold
135
– – 0.01% 280
2021
Q2 		$32K Buy
135
+100
+286% +$23.5K 0.01% 260
2021
Q1 		$8K Hold
35
– – ﹤0.01% 416
2020
Q4 		$8K Hold
35
– – ﹤0.01% 365
2020
Q3 		$7K Hold
35
– – ﹤0.01% 338
2020
Q2 		$6K Hold
35
– – ﹤0.01% 350
2020
Q1 		$5K Hold
35
– – ﹤0.01% 419
2019
Q4 		$7K Buy
+35
New +$6.61K ﹤0.01% 344

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 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

Center for Financial Planning's STZ Position: Q2 2026 in Review

Center for Financial Planning held its Constellation Brands (STZ) position steady in Q2 2026 at 45 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Center for Financial Planning first reported a position in STZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $39.4K in Q1 2024. 267 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Center for Financial Planning held 45 shares of Constellation Brands worth $6.26K as of Q2 2026.
  • Center for Financial Planning left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #533 holding.
  • Center for Financial Planning first reported a position in Constellation Brands in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Constellation Brands position peaked at $39.4K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.