EWA
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EverSource Wealth Advisors’s Constellation Brands STZ Stock Holding History

EverSource Wealth 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 		$104K Sell
749
-1,712
-70% -$254K ﹤0.01% 1358
2026
Q1 		$369K Sell
2,461
-997
-29% -$154K 0.01% 747
2025
Q4 		$477K Sell
3,458
-1,364
-28% -$187K 0.02% 560
2025
Q3 		$649K Buy
4,822
+490
+11% +$77.9K 0.03% 420
2025
Q2 		$705K Buy
4,332
+292
+7% +$52.4K 0.03% 360
2025
Q1 		$741K Buy
4,040
+1,824
+82% +$331K 0.04% 303
2024
Q4 		$490K Buy
2,216
+169
+8% +$40.2K 0.03% 375
2024
Q3 		$528K Buy
2,047
+97
+5% +$24K 0.03% 317
2024
Q2 		$478K Buy
1,950
+200
+11% +$51.4K 0.03% 327
2024
Q1 		$443K Buy
1,750
+96
+6% +$24.3K 0.03% 290
2023
Q4 		$400K Buy
1,654
+238
+17% +$56.6K 0.04% 283
2023
Q3 		$356K Buy
1,416
+431
+44% +$113K 0.04% 273
2023
Q2 		$242K Buy
985
+50
+5% +$11.7K 0.03% 355
2023
Q1 		$211K Buy
935
+62
+7% +$13.8K 0.03% 361
2022
Q4 		$202K Sell
873
-88
-9% -$21.1K 0.03% 351
2022
Q3 		$221K Buy
961
+129
+16% +$31.4K 0.05% 285
2022
Q2 		$194K Buy
832
+63
+8% +$15.3K 0.05% 262
2022
Q1 		$177K Buy
769
+116
+18% +$26.8K 0.04% 263
2021
Q4 		$164K Buy
+653
New +$149K 0.05% 253

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EverSource Wealth Advisors's STZ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Constellation Brands (STZ) stake by 70% in Q2 2026, selling an estimated $254K and leaving 749 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

EverSource Wealth Advisors first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $741K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • EverSource Wealth Advisors held 749 shares of Constellation Brands worth $104K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,712 Constellation Brands shares in Q2 2026, an estimated $254K.
  • Constellation Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1358 holding.
  • EverSource Wealth Advisors first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Constellation Brands position peaked at $741K in Q1 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.