Forvis Mazars Wealth Advisors
STZ icon

Forvis Mazars Wealth Advisors’s Constellation Brands STZ Stock Holding History

Forvis Mazars 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
Q3 		$1.49M Buy
13,212
+893
+7% +$115K 0.02% 187
2026
Q2 		$1.71M Sell
12,319
-1,159
-9% -$172K 0.03% 174
2026
Q1 		$2.02M Buy
13,478
+988
+8% +$153K 0.04% 155
2025
Q4 		$1.72M Buy
12,490
+1,612
+15% +$221K 0.03% 163
2025
Q3 		$1.46M Sell
10,878
-804
-7% -$128K 0.03% 177
2025
Q2 		$1.9M Buy
11,682
+18
+0.2% +$3.23K 0.04% 162
2025
Q1 		$2.14M Buy
11,664
+943
+9% +$171K 0.05% 146
2024
Q4 		$2.37M Sell
10,721
-826
-7% -$196K 0.05% 147
2024
Q3 		$2.98M Buy
11,547
+217
+2% +$53.8K 0.07% 135
2024
Q2 		$2.91M Buy
11,330
+1,016
+10% +$261K 0.07% 129
2024
Q1 		$2.8M Buy
10,314
+433
+4% +$110K 0.07% 131
2023
Q4 		$2.39M Sell
9,881
-152
-2% -$36.1K 0.07% 139
2023
Q3 		$2.52M Sell
10,033
-5,241
-34% -$1.37M 0.08% 128
2023
Q2 		$3.76M Buy
15,274
+6,159
+68% +$1.44M 0.11% 117
2023
Q1 		$2.06M Buy
9,115
+993
+12% +$221K 0.07% 148
2022
Q4 		$1.88M Buy
8,122
+916
+13% +$219K 0.07% 151
2022
Q3 		$1.66M Buy
7,206
+695
+11% +$169K 0.07% 152
2022
Q2 		$1.52M Buy
6,511
+269
+4% +$65.5K 0.06% 155
2022
Q1 		$1.44M Buy
6,242
+771
+14% +$178K 0.06% 131
2021
Q4 		$1.37M Buy
5,471
+416
+8% +$94.8K 0.06% 124
2021
Q3 		$1.06M Buy
5,055
+298
+6% +$65K 0.05% 131
2021
Q2 		$1.11M Buy
4,757
+112
+2% +$26.3K 0.05% 127
2021
Q1 		$1.06M Sell
4,645
-230
-5% -$51.8K 0.05% 131
2020
Q4 		$1.07M Buy
4,875
+487
+11% +$95.7K 0.05% 146
2020
Q3 		$832K Buy
4,388
+750
+21% +$137K 0.05% 149
2020
Q2 		$637K Buy
3,638
+1,885
+108% +$314K 0.04% 169
2020
Q1 		$251K Buy
1,753
+605
+53% +$107K 0.02% 249
2019
Q4 		$218K Buy
+1,148
New +$217K 0.02% 271
2019
Q2 		– Sell
-2,801
Closed -$491K – 264
2019
Q1 		$491K Buy
+2,801
New +$472K 0.04% 165

Other funds holding STZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Forvis Mazars Wealth Advisors's STZ Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Constellation Brands (STZ) stake by 7.2% in Q3 2026, buying an estimated $115K and bringing the position to 13,212 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #187.

Forvis Mazars Wealth Advisors first reported a position in STZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.76M in Q2 2023. 576 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 13,212 shares of Constellation Brands worth $1.49M as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 893 Constellation Brands shares in Q3 2026, an estimated $115K.
  • Constellation Brands made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #187 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Constellation Brands in Q1 2019 and has held it in 29 quarters since.
  • Forvis Mazars Wealth Advisors's Constellation Brands position peaked at $3.76M in Q2 2023.
  • 576 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.