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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
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

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

Forvis Mazars Wealth Advisors's STZ Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Constellation Brands (STZ) stake by 8.6% in Q2 2026, selling an estimated $172K and leaving 12,319 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #174.

Forvis Mazars Wealth Advisors first reported a position in STZ in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.76M in Q2 2023. 1,029 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 12,319 shares of Constellation Brands worth $1.71M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 1,159 Constellation Brands shares in Q2 2026, an estimated $172K.
  • Constellation Brands made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Constellation Brands in Q1 2019 and has held it in 28 quarters since.
  • Forvis Mazars Wealth Advisors's Constellation Brands position peaked at $3.76M in Q2 2023.
  • 1,029 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.