Frank Rimerman Advisors’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
Q2
$273K Sell
1,961
-77
-4% -$11.4K 0.02% 535
2026
Q1
$306K Sell
2,038
-376
-16% -$58.1K 0.02% 493
2025
Q4
$333K Buy
2,414
+803
+50% +$110K 0.02% 479
2025
Q3
$217K Sell
1,611
-278
-15% -$44.2K 0.01% 562
2025
Q2
$307K Sell
1,889
-492
-21% -$88.2K 0.02% 448
2025
Q1
$437K Buy
2,381
+659
+38% +$120K 0.03% 340
2024
Q4
$381K Buy
1,722
+291
+20% +$69.1K 0.03% 364
2024
Q3
$369K Sell
1,431
-215
-13% -$53.3K 0.03% 384
2024
Q2
$423K Buy
+1,646
New +$423K 0.03% 371

Other funds holding STZ

Frank Rimerman Advisors's STZ Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Constellation Brands (STZ) stake by 3.8% in Q2 2026, selling an estimated $11.4K and leaving 1,961 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #535.

Frank Rimerman Advisors first reported a position in STZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $437K in Q1 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Frank Rimerman Advisors held 1,961 shares of Constellation Brands worth $273K as of Q2 2026.
  • Frank Rimerman Advisors sold 77 Constellation Brands shares in Q2 2026, an estimated $11.4K.
  • Constellation Brands made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #535 holding.
  • Frank Rimerman Advisors first reported a position in Constellation Brands in Q2 2024 and has held it in 9 quarters since.
  • Frank Rimerman Advisors's Constellation Brands position peaked at $437K in Q1 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.