Coppell Advisory Solutions’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
$958K Buy
+1,101
New +$164K 0.08% 198
2026
Q1
Sell
-2,059
Closed -$289K 317
2025
Q4
$289K Buy
2,059
+364
+21% +$49.9K 0.03% 335
2025
Q3
$231K Sell
1,695
-240
-12% -$38.2K 0.02% 365
2025
Q2
$312K Buy
1,935
+242
+14% +$43.4K 0.04% 291
2025
Q1
$315K Sell
1,693
-15
-0.9% -$2.73K 0.04% 256
2024
Q4
$375K Buy
1,708
+403
+31% +$95.8K 0.05% 196
2024
Q3
$337K Buy
1,305
+209
+19% +$51.8K 0.05% 203
2024
Q2
$282K Buy
+1,096
New +$282K 0.05% 211
2023
Q4
$257K Buy
1,063
+312
+42% +$74.2K 0.05% 230
2023
Q3
$174K Buy
751
+53
+8% +$13.8K 0.06% 168
2023
Q2
$172K Buy
+698
New +$163K 0.05% 202
2023
Q1
Sell
-751
Closed -$174K 956
2022
Q4
$174K Buy
+751
New +$180K 0.06% 173

Other funds holding STZ

Coppell Advisory Solutions's STZ Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Constellation Brands (STZ) in Q2 2026: 1,101 shares worth $958K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in STZ as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in STZ in Q4 2022 and has held it in 12 quarters since. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Coppell Advisory Solutions held 1,101 shares of Constellation Brands worth $958K as of Q2 2026.
  • Constellation Brands was a new Coppell Advisory Solutions position in Q2 2026.
  • Constellation Brands made up 0.08% of Coppell Advisory Solutions's portfolio in Q2 2026, its #198 holding.
  • Coppell Advisory Solutions first reported a position in Constellation Brands in Q4 2022 and has held it in 12 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.