Concurrent Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Other funds holding STZ
Concurrent Investment Advisors's STZ Position: Q2 2026 in Review
Concurrent Investment Advisors increased its Constellation Brands (STZ) stake by 1,614% in Q2 2026, buying an estimated $3.91M and bringing the position to 27,915 shares worth $3.88M. The position accounts for 0.03% of the portfolio, ranked #510.
Concurrent Investment Advisors first reported a position in STZ in Q4 2023 and has held it in 9 quarters since. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Concurrent Investment Advisors held 27,915 shares of Constellation Brands worth $3.88M as of Q2 2026.
- Concurrent Investment Advisors bought 26,286 Constellation Brands shares in Q2 2026, an estimated $3.91M.
- Constellation Brands made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #510 holding.
- Concurrent Investment Advisors first reported a position in Constellation Brands in Q4 2023 and has held it in 9 quarters since.
- 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.