Dynamic Advisor 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 | $414K | Sell |
2,977
-329
| -10% | -$48.9K | 0.01% | 735 |
|
|
2026
Q1 | $496K | Sell |
3,306
-201
| -6% | -$31.1K | 0.02% | 650 |
|
|
2025
Q4 | $484K | Buy |
3,507
+76
| +2% | +$10.4K | 0.02% | 638 |
|
|
2025
Q3 | $462K | Sell |
3,431
-3,503
| -51% | -$557K | 0.01% | 655 |
|
|
2025
Q2 | $1.13M | Sell |
6,934
-356
| -5% | -$63.9K | 0.03% | 420 |
|
|
2025
Q1 | $1.34M | Sell |
7,290
-1,099
| -13% | -$200K | 0.04% | 358 |
|
|
2024
Q4 | $1.85M | Sell |
8,389
-325
| -4% | -$77.2K | 0.08% | 219 |
|
|
2024
Q3 | $2.25M | Sell |
8,714
-376
| -4% | -$93.2K | 0.07% | 274 |
|
|
2024
Q2 | $2.34M | Sell |
9,090
-10
| -0.1% | -$2.57K | 0.07% | 275 |
|
|
2024
Q1 | $2.47M | Buy |
9,100
+336
| +4% | +$85K | 0.08% | 270 |
|
|
2023
Q4 | $2.17M | Buy |
8,764
+1,562
| +22% | +$371K | 0.08% | 271 |
|
|
2023
Q3 | $1.81M | Sell |
7,202
-130
| -2% | -$33.9K | 0.09% | 247 |
|
|
2023
Q2 | $1.8M | Sell |
7,332
-2,498
| -25% | -$585K | 0.09% | 241 |
|
|
2023
Q1 | $2.22M | Buy |
9,830
+1,329
| +16% | +$296K | 0.13% | 201 |
|
|
2022
Q4 | $1.97M | Sell |
8,501
-231
| -3% | -$55.3K | 0.13% | 181 |
|
|
2022
Q3 | $2.01M | Buy |
8,732
+331
| +4% | +$80.7K | 0.15% | 152 |
|
|
2022
Q2 | $1.96M | Sell |
8,401
-439
| -5% | -$107K | 0.15% | 156 |
|
|
2022
Q1 | $2.04M | Sell |
8,840
-5,940
| -40% | -$1.37M | 0.14% | 160 |
|
|
2021
Q4 | $3.71M | Buy |
14,780
+3,934
| +36% | +$897K | 0.26% | 86 |
|
|
2021
Q3 | $2.29M | Buy |
10,846
+452
| +4% | +$98.7K | 0.17% | 143 |
|
|
2021
Q2 | $2.43M | Buy |
10,394
+226
| +2% | +$53.1K | 0.19% | 126 |
|
|
2021
Q1 | $2.32M | Sell |
10,168
-1,542
| -13% | -$348K | 0.22% | 113 |
|
|
2020
Q4 | $2.56M | Buy |
11,710
+657
| +6% | +$129K | 0.24% | 108 |
|
|
2020
Q3 | $2.1M | Buy |
11,053
+400
| +4% | +$73K | 0.24% | 114 |
|
|
2020
Q2 | $1.86M | Buy |
10,653
+356
| +3% | +$59.3K | 0.25% | 110 |
|
|
2020
Q1 | $1.48M | Buy |
10,297
+2,443
| +31% | +$431K | 0.27% | 103 |
|
|
2019
Q4 | $1.49M | Sell |
7,854
-1,133
| -13% | -$214K | 0.2% | 126 |
|
|
2019
Q3 | $1.86M | Buy |
8,987
+3
| +0% | +$602 | 0.29% | 88 |
|
|
2019
Q2 | $1.77M | Buy |
8,984
+5,930
| +194% | +$1.16M | 0.28% | 93 |
|
|
2019
Q1 | $535K | Buy |
3,054
+586
| +24% | +$98.7K | 0.1% | 211 |
|
|
2018
Q4 | $412K | Buy |
2,468
+1,355
| +122% | +$269K | 0.09% | 235 |
|
|
2018
Q3 | $240K | Buy |
1,113
+172
| +18% | +$36.6K | 0.05% | 343 |
|
|
2018
Q2 | $206K | Buy |
+941
| New | +$213K | 0.05% | 372 |
|
Other funds holding STZ
Dynamic Advisor Solutions's STZ Position: Q2 2026 in Review
Dynamic Advisor Solutions reduced its Constellation Brands (STZ) stake by 10% in Q2 2026, selling an estimated $48.9K and leaving 2,977 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #735.
Dynamic Advisor Solutions first reported a position in STZ in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.71M in Q4 2021. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Dynamic Advisor Solutions held 2,977 shares of Constellation Brands worth $414K as of Q2 2026.
- Dynamic Advisor Solutions sold 329 Constellation Brands shares in Q2 2026, an estimated $48.9K.
- Constellation Brands made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #735 holding.
- Dynamic Advisor Solutions first reported a position in Constellation Brands in Q2 2018 and has held it in 33 quarters since.
- Dynamic Advisor Solutions's Constellation Brands position peaked at $3.71M in Q4 2021.
- 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.