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Doliver Advisors’s Constellation Brands STZ Stock Holding History

Doliver 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 		$272K Sell
1,955
-254
-11% -$37.8K 0.06% 173
2026
Q1 		$331K Sell
2,209
-68
-3% -$10.5K 0.08% 146
2025
Q4 		$314K Sell
2,277
-77
-3% -$10.6K 0.08% 148
2025
Q3 		$317K Sell
2,354
-77
-3% -$12.2K 0.08% 152
2025
Q2 		$395K Sell
2,431
-82
-3% -$14.7K 0.11% 125
2025
Q1 		$461K Buy
2,513
+940
+60% +$171K 0.13% 108
2024
Q4 		$348K Buy
+1,573
New +$374K 0.1% 124
2019
Q1 		– Sell
-2,415
Closed -$388K – 167
2018
Q4 		$388K Buy
+2,415
New +$480K 0.19% 66

Other funds holding STZ

Assenagon Asset Management
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)
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Doliver Advisors's STZ Position: Q2 2026 in Review

Doliver Advisors reduced its Constellation Brands (STZ) stake by 11% in Q2 2026, selling an estimated $37.8K and leaving 1,955 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #173.

Doliver Advisors first reported a position in STZ in Q4 2018 and has held it in 8 quarters since. The position peaked at $461K in Q1 2025. 240 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Doliver Advisors held 1,955 shares of Constellation Brands worth $272K as of Q2 2026.
  • Doliver Advisors sold 254 Constellation Brands shares in Q2 2026, an estimated $37.8K.
  • Constellation Brands made up 0.06% of Doliver Advisors's portfolio in Q2 2026, its #173 holding.
  • Doliver Advisors first reported a position in Constellation Brands in Q4 2018 and has held it in 8 quarters since.
  • Doliver Advisors's Constellation Brands position peaked at $461K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.