DiNuzzo Private Wealth’s Constellation Brands STZ Stock Holding History

DiNuzzo Private Wealth’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	$2.92K	Buy	21 +4	+24%	+$595	﹤0.01%	547
2026 Q1	$2.55K	Buy	17 +15	+750%	+$2.32K	﹤0.01%	560
2025 Q4	$276	Sell	2 -11	-85%	-$1.51K	﹤0.01%	1212
2025 Q3	$2.11K	Hold	13	–	–	﹤0.01%	617
2025 Q2	$2.12K	Buy	13 +4	+44%	+$717	﹤0.01%	598
2025 Q1	$1.65K	Sell	9 -7	-44%	-$1.27K	﹤0.01%	657
2024 Q4	$3.54K	Buy	16 +1	+7%	+$238	﹤0.01%	426
2024 Q3	$3.87K	Hold	15	–	–	﹤0.01%	420
2024 Q2	$3.86K	Buy	15 +4	+36%	+$1.03K	﹤0.01%	332
2024 Q1	$2.99K	Buy	11 +1	+10%	+$253	﹤0.01%	350
2023 Q4	$2.42K	Buy	+10	New	+$2.38K	﹤0.01%	375

Other funds holding STZ

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) 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

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DiNuzzo Private Wealth's STZ Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Constellation Brands (STZ) stake by 24% in Q2 2026, buying an estimated $595 and bringing the position to 21 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

DiNuzzo Private Wealth first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.87K in Q3 2024. 352 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

DiNuzzo Private Wealth held 21 shares of Constellation Brands worth $2.92K as of Q2 2026.
DiNuzzo Private Wealth bought 4 Constellation Brands shares in Q2 2026, an estimated $595.
Constellation Brands made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #547 holding.
DiNuzzo Private Wealth first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Constellation Brands position peaked at $3.87K in Q3 2024.
352 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.