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Everpar Advisors’s Constellation Brands STZ Stock Holding History

Everpar 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 		– Sell
-1,693
Closed -$254K – 322
2026
Q1 		$254K Sell
1,693
-91
-5% -$14.1K 0.09% 239
2025
Q4 		$246K Sell
1,784
-515
-22% -$70.7K 0.09% 236
2025
Q3 		$310K Buy
2,299
+682
+42% +$108K 0.12% 199
2025
Q2 		$263K Sell
1,617
-278
-15% -$49.9K 0.12% 220
2025
Q1 		$348K Sell
1,895
-665
-26% -$121K 0.18% 154
2024
Q4 		$566K Sell
2,560
-334
-12% -$79.4K 0.29% 88
2024
Q3 		$746K Sell
2,894
-476
-14% -$118K 0.39% 59
2024
Q2 		$867K Buy
3,370
+347
+11% +$89.2K 0.43% 50
2024
Q1 		$822K Sell
3,023
-887
-23% -$224K 0.5% 46
2023
Q4 		$945K Buy
+3,910
New +$930K 0.44% 65

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everpar Advisors's STZ Position: Q2 2026 in Review

Everpar Advisors sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 1,693 shares — an estimated $254K sold.

Everpar Advisors first reported a position in STZ in Q4 2023 and held it in 10 quarters. The position peaked at $945K in Q4 2023. 150 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Everpar Advisors reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Everpar Advisors sold 1,693 Constellation Brands shares in Q2 2026, an estimated $254K.
  • Everpar Advisors first reported a position in Constellation Brands in Q4 2023 and held it in 10 quarters.
  • Everpar Advisors's Constellation Brands position peaked at $945K in Q4 2023.
  • 150 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.