Essex Financial 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
Q1 | $450K | Buy |
3,001
+43
| +1% | +$6.64K | 0.03% | 484 |
|
|
2025
Q4 | $408K | Sell |
2,958
-65
| -2% | -$8.92K | 0.02% | 497 |
|
|
2025
Q3 | $407K | Sell |
3,023
-880
| -23% | -$140K | 0.02% | 486 |
|
|
2025
Q2 | $635K | Buy |
3,903
+289
| +8% | +$51.8K | 0.04% | 362 |
|
|
2025
Q1 | $663K | Sell |
3,614
-704
| -16% | -$128K | 0.05% | 319 |
|
|
2024
Q4 | $954K | Buy |
4,318
+93
| +2% | +$22.1K | 0.07% | 241 |
|
|
2024
Q3 | $1.02M | Sell |
4,225
-338
| -7% | -$83.8K | 0.07% | 238 |
|
|
2024
Q2 | $1.09M | Buy |
4,563
+1,141
| +33% | +$293K | 0.08% | 219 |
|
|
2024
Q1 | $930K | Sell |
3,422
-62
| -2% | -$15.7K | 0.09% | 219 |
|
|
2023
Q4 | $842K | Sell |
3,484
-112
| -3% | -$26.6K | 0.09% | 224 |
|
|
2023
Q3 | $904K | Buy |
3,596
+101
| +3% | +$26.4K | 0.1% | 188 |
|
|
2023
Q2 | $860K | Sell |
3,495
-188
| -5% | -$44K | 0.1% | 196 |
|
|
2023
Q1 | $832K | Buy |
3,683
+1
| +0% | +$223 | 0.09% | 208 |
|
|
2022
Q4 | $853K | Sell |
3,682
-39
| -1% | -$9.33K | 0.09% | 199 |
|
|
2022
Q3 | $855K | Buy |
3,721
+32
| +0.9% | +$7.8K | 0.1% | 182 |
|
|
2022
Q2 | $860K | Buy |
3,689
+50
| +1% | +$12.2K | 0.1% | 199 |
|
|
2022
Q1 | $838K | Buy |
3,639
+1
| +0% | +$231 | 0.08% | 225 |
|
|
2021
Q4 | $913K | Sell |
3,638
-220
| -6% | -$50.1K | 0.09% | 210 |
|
|
2021
Q3 | $813K | Sell |
3,858
-54
| -1% | -$11.8K | 0.09% | 208 |
|
|
2021
Q2 | $892K | Hold |
3,912
| – | – | 0.13% | 170 |
|
|
2021
Q1 | $892K | Buy |
3,912
+1
| +0% | +$225 | 0.16% | 144 |
|
|
2020
Q4 | $857K | Buy |
3,911
+1,042
| +36% | +$205K | 0.17% | 132 |
|
|
2020
Q3 | $544K | Buy |
2,869
+119
| +4% | +$21.7K | 0.13% | 148 |
|
|
2020
Q2 | $481K | Sell |
2,750
-314
| -10% | -$52.3K | 0.15% | 137 |
|
|
2020
Q1 | $439K | Sell |
3,064
-404
| -12% | -$71.3K | 0.16% | 137 |
|
|
2019
Q4 | $658K | Sell |
3,468
-556
| -14% | -$105K | 0.18% | 123 |
|
|
2019
Q3 | $834K | Buy |
4,024
+17
| +0.4% | +$3.41K | 0.27% | 92 |
|
|
2019
Q2 | $789K | Buy |
4,007
+160
| +4% | +$31.2K | 0.23% | 93 |
|
|
2019
Q1 | $674K | Buy |
3,847
+1,092
| +40% | +$184K | 0.2% | 105 |
|
|
2018
Q4 | $443K | Sell |
2,755
-341
| -11% | -$67.8K | 0.14% | 140 |
|
|
2018
Q3 | $668K | Buy |
3,096
+400
| +15% | +$85K | 0.15% | 135 |
|
|
2018
Q2 | $590K | Buy |
2,696
+250
| +10% | +$56.5K | 0.14% | 138 |
|
|
2018
Q1 | $557K | Buy |
2,446
+204
| +9% | +$44.9K | 0.11% | 182 |
|
|
2017
Q4 | $512K | Sell |
2,242
-80
| -3% | -$17.3K | 0.12% | 149 |
|
|
2017
Q3 | $463K | Buy |
2,322
+47
| +2% | +$9.3K | 0.11% | 157 |
|
|
2017
Q2 | $441K | Hold |
2,275
| – | – | 0.09% | 210 |
|
|
2017
Q1 | $369K | Hold |
2,275
| – | – | 0.08% | 222 |
|
|
2016
Q4 | $349K | Hold |
2,275
| – | – | 0.07% | 228 |
|
|
2016
Q3 | $379K | Hold |
2,275
| – | – | 0.09% | 210 |
|
|
2016
Q2 | $376K | Sell |
2,275
-200
| -8% | -$31.3K | 0.09% | 211 |
|
|
2016
Q1 | $374K | Hold |
2,475
| – | – | 0.09% | 205 |
|
|
2015
Q4 | $353K | Hold |
2,475
| – | – | 0.08% | 213 |
|
|
2015
Q3 | $310K | Buy |
2,475
+200
| +9% | +$24.7K | 0.08% | 223 |
|
|
2015
Q2 | $264K | Hold |
2,275
| – | – | 0.07% | 256 |
|
|
2015
Q1 | $264K | Hold |
2,275
| – | – | 0.07% | 257 |
|
|
2014
Q4 | $223K | Buy |
+2,275
| New | +$208K | 0.06% | 286 |
|
Other funds holding STZ
VCM
VPM
Essex Financial Services's STZ Position: Q1 2026 in Review
Essex Financial Services increased its Constellation Brands (STZ) stake by 1.5% in Q1 2026, buying an estimated $6.64K and bringing the position to 3,001 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #484.
Essex Financial Services first reported a position in STZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.09M in Q2 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Essex Financial Services held 3,001 shares of Constellation Brands worth $450K as of Q1 2026.
- Essex Financial Services bought 43 Constellation Brands shares in Q1 2026, an estimated $6.64K.
- Constellation Brands made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #484 holding.
- Essex Financial Services first reported a position in Constellation Brands in Q4 2014 and has held it in 46 quarters since.
- Essex Financial Services's Constellation Brands position peaked at $1.09M in Q2 2024.
- 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.