Choate Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $510K | Sell |
3,667
-337
| -8% | -$50.1K | 0.01% | 324 |
|
|
2026
Q1 | $601K | Sell |
4,004
-181
| -4% | -$28K | 0.01% | 286 |
|
|
2025
Q4 | $577K | Sell |
4,185
-233
| -5% | -$32K | 0.01% | 290 |
|
|
2025
Q3 | $595K | Sell |
4,418
-278
| -6% | -$44.2K | 0.01% | 267 |
|
|
2025
Q2 | $764K | Sell |
4,696
-399
| -8% | -$71.6K | 0.02% | 225 |
|
|
2025
Q1 | $935K | Sell |
5,095
-43
| -0.8% | -$7.81K | 0.02% | 194 |
|
|
2024
Q4 | $1.14M | Buy |
5,138
+25
| +0.5% | +$5.94K | 0.03% | 181 |
|
|
2024
Q3 | $1.32M | Buy |
5,113
+62
| +1% | +$15.4K | 0.03% | 167 |
|
|
2024
Q2 | $1.3M | Buy |
5,051
+81
| +2% | +$20.8K | 0.03% | 165 |
|
|
2024
Q1 | $1.35M | Sell |
4,970
-10
| -0.2% | -$2.53K | 0.04% | 167 |
|
|
2023
Q4 | $1.2M | Buy |
4,980
+31
| +0.6% | +$7.37K | 0.04% | 163 |
|
|
2023
Q3 | $1.24M | Buy |
4,949
+124
| +3% | +$32.4K | 0.05% | 138 |
|
|
2023
Q2 | $1.19M | Buy |
4,825
+291
| +6% | +$68.1K | 0.05% | 126 |
|
|
2023
Q1 | $1.02M | Sell |
4,534
-60
| -1% | -$13.4K | 0.05% | 122 |
|
|
2022
Q4 | $1.06M | Sell |
4,594
-140
| -3% | -$33.5K | 0.06% | 119 |
|
|
2022
Q3 | $1.09M | Hold |
4,734
| – | – | 0.07% | 104 |
|
|
2022
Q2 | $1.1M | Buy |
4,734
+70
| +2% | +$17K | 0.07% | 112 |
|
|
2022
Q1 | $1.07M | Sell |
4,664
-70
| -1% | -$16.2K | 0.06% | 137 |
|
|
2021
Q4 | $1.19M | Hold |
4,734
| – | – | 0.07% | 122 |
|
|
2021
Q3 | $997K | Sell |
4,734
-135
| -3% | -$29.5K | 0.06% | 128 |
|
|
2021
Q2 | $1.14M | Sell |
4,869
-62
| -1% | -$14.6K | 0.07% | 114 |
|
|
2021
Q1 | $1.12M | Hold |
4,931
| – | – | 0.07% | 109 |
|
|
2020
Q4 | $1.08M | Buy |
4,931
+74
| +2% | +$14.5K | 0.07% | 104 |
|
|
2020
Q3 | $920K | Hold |
4,857
| – | – | 0.06% | 106 |
|
|
2020
Q2 | $850K | Hold |
4,857
| – | – | 0.06% | 110 |
|
|
2020
Q1 | $696K | Hold |
4,857
| – | – | 0.06% | 125 |
|
|
2019
Q4 | $922K | Buy |
4,857
+70
| +1% | +$13.2K | 0.06% | 119 |
|
|
2019
Q3 | $992K | Sell |
4,787
-75
| -2% | -$15.1K | 0.06% | 116 |
|
|
2019
Q2 | $958K | Hold |
4,862
| – | – | 0.06% | 120 |
|
|
2019
Q1 | $852K | Sell |
4,862
-95
| -2% | -$16K | 0.05% | 123 |
|
|
2018
Q4 | $797K | Sell |
4,957
-20
| -0.4% | -$3.97K | 0.05% | 117 |
|
|
2018
Q3 | $1.07M | Sell |
4,977
-1,003
| -17% | -$213K | 0.06% | 95 |
|
|
2018
Q2 | $1.31M | Sell |
5,980
-65
| -1% | -$14.7K | 0.08% | 98 |
|
|
2018
Q1 | $1.38M | Sell |
6,045
-149
| -2% | -$32.8K | 0.07% | 97 |
|
|
2017
Q4 | $1.42M | Sell |
6,194
-110
| -2% | -$23.8K | 0.07% | 106 |
|
|
2017
Q3 | $1.26M | Buy |
6,304
+5
| +0.1% | +$990 | 0.07% | 105 |
|
|
2017
Q2 | $1.22M | Sell |
6,299
-742
| -11% | -$132K | 0.07% | 107 |
|
|
2017
Q1 | $1.14M | Sell |
7,041
-270
| -4% | -$42.1K | 0.07% | 109 |
|
|
2016
Q4 | $1.12M | Sell |
7,311
-405
| -5% | -$64.3K | 0.07% | 106 |
|
|
2016
Q3 | $1.28M | Sell |
7,716
-895
| -10% | -$148K | 0.08% | 102 |
|
|
2016
Q2 | $1.42M | Sell |
8,611
-2,295
| -21% | -$359K | 0.1% | 90 |
|
|
2016
Q1 | $1.65M | Buy |
10,906
+2,309
| +27% | +$334K | 0.11% | 84 |
|
|
2015
Q4 | $844K | Buy |
8,597
+332
| +4% | +$45.7K | 0.06% | 131 |
|
|
2015
Q3 | $1.03M | Buy |
8,265
+26
| +0.3% | +$3.21K | 0.07% | 100 |
|
|
2015
Q2 | $956K | Sell |
8,239
-33
| -0.4% | -$3.9K | 0.06% | 113 |
|
|
2015
Q1 | $961K | Sell |
8,272
-325
| -4% | -$36.6K | 0.05% | 120 |
|
|
2014
Q4 | $844K | Hold |
8,597
| – | – | 0.05% | 130 |
|
|
2014
Q3 | $749K | Sell |
8,597
-650
| -7% | -$56.5K | 0.05% | 139 |
|
|
2014
Q2 | $815K | Sell |
9,247
-710
| -7% | -$58.6K | 0.05% | 142 |
|
|
2014
Q1 | $846K | Sell |
9,957
-1,575
| -14% | -$125K | 0.05% | 142 |
|
|
2013
Q4 | $812K | Sell |
11,532
-330
| -3% | -$22.1K | 0.05% | 131 |
|
|
2013
Q3 | $681K | Sell |
11,862
-600
| -5% | -$32.7K | 0.05% | 143 |
|
|
2013
Q2 | $650K | Buy |
+12,462
| New | +$628K | 0.05% | 145 |
|
Other funds holding STZ
Choate Investment Advisors's STZ Position: Q2 2026 in Review
Choate Investment Advisors reduced its Constellation Brands (STZ) stake by 8.4% in Q2 2026, selling an estimated $50.1K and leaving 3,667 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #324.
Choate Investment Advisors first reported a position in STZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.65M in Q1 2016. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Choate Investment Advisors held 3,667 shares of Constellation Brands worth $510K as of Q2 2026.
- Choate Investment Advisors sold 337 Constellation Brands shares in Q2 2026, an estimated $50.1K.
- Constellation Brands made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #324 holding.
- Choate Investment Advisors first reported a position in Constellation Brands in Q2 2013 and has held it in 53 quarters since.
- Choate Investment Advisors's Constellation Brands position peaked at $1.65M in Q1 2016.
- 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.