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DHJJ Financial Advisors’s Constellation Brands STZ Stock Holding History

DHJJ Financial 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 		$5.01K Hold
36
– – ﹤0.01% 671
2026
Q1 		$5.4K Hold
36
– – ﹤0.01% 654
2025
Q4 		$4.97K Sell
36
-130
-78% -$17.8K ﹤0.01% 632
2025
Q3 		$22.4K Hold
166
– – 0.01% 470
2025
Q2 		$27K Hold
166
– – 0.01% 438
2025
Q1 		$30.5K Hold
166
– – 0.01% 385
2024
Q4 		$36.7K Hold
166
– – 0.01% 348
2024
Q3 		$42.8K Hold
166
– – 0.02% 327
2024
Q2 		$42.7K Hold
166
– – 0.02% 295
2024
Q1 		$45.1K Hold
166
– – 0.02% 271
2023
Q4 		$40.1K Hold
166
– – 0.02% 279
2023
Q3 		$41.7K Buy
+166
New +$43.3K 0.02% 265

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DHJJ Financial Advisors's STZ Position: Q2 2026 in Review

DHJJ Financial Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 36 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

DHJJ Financial Advisors first reported a position in STZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $45.1K in Q1 2024. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • DHJJ Financial Advisors held 36 shares of Constellation Brands worth $5.01K as of Q2 2026.
  • DHJJ Financial Advisors left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #671 holding.
  • DHJJ Financial Advisors first reported a position in Constellation Brands in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Constellation Brands position peaked at $45.1K in Q1 2024.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.