Diversify Advisory Services’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
$745K Buy
+5,741
New +$853K 0.01% 740
2026
Q1
Sell
-2,058
Closed -$322K 783
2025
Q4
$322K Sell
2,058
-41
-2% -$5.63K 0.01% 738
2025
Q3
$275K Buy
2,099
+480
+30% +$76.4K 0.01% 755
2025
Q2
$275K Buy
+1,619
New +$290K 0.01% 704
2025
Q1
Sell
-4,557
Closed -$829K 689
2024
Q4
$829K Sell
4,557
-95
-2% -$22.6K 0.05% 257
2024
Q3
$1.12M Buy
4,652
+1,075
+30% +$266K 0.06% 237
2024
Q2
$902K Buy
3,577
+1,806
+102% +$464K 0.05% 264
2024
Q1
$471K Buy
+1,771
New +$448K 0.03% 443

Other funds holding STZ

Diversify Advisory Services's STZ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Constellation Brands (STZ) in Q2 2026: 5,741 shares worth $745K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in STZ as recently as Q4 2025.

Diversify Advisory Services first reported a position in STZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Diversify Advisory Services held 5,741 shares of Constellation Brands worth $745K as of Q2 2026.
  • Constellation Brands was a new Diversify Advisory Services position in Q2 2026.
  • Constellation Brands made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #740 holding.
  • Diversify Advisory Services first reported a position in Constellation Brands in Q1 2024 and has held it in 8 quarters since.
  • Diversify Advisory Services's Constellation Brands position peaked at $1.12M in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.