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GHP Investment Advisors’s Constellation Brands STZ Stock Holding History

GHP Investment 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 		$1.88M Buy
13,524
+437
+3% +$65K 0.07% 247
2026
Q1 		$1.96M Sell
13,087
-40
-0.3% -$6.18K 0.08% 227
2025
Q4 		$1.81M Sell
13,127
-1,173
-8% -$161K 0.07% 238
2025
Q3 		$1.93M Sell
14,300
-2,753
-16% -$438K 0.08% 229
2025
Q2 		$2.77M Sell
17,053
-4,378
-20% -$785K 0.12% 195
2025
Q1 		$3.93M Sell
21,431
-10,376
-33% -$1.88M 0.19% 162
2024
Q4 		$7.03M Sell
31,807
-1,827
-5% -$434K 0.33% 112
2024
Q3 		$8.67M Buy
33,634
+423
+1% +$105K 0.4% 90
2024
Q2 		$8.54M Buy
33,211
+586
+2% +$151K 0.43% 82
2024
Q1 		$8.87M Buy
32,625
+1,776
+6% +$449K 0.44% 76
2023
Q4 		$7.46M Buy
30,849
+1,815
+6% +$432K 0.4% 86
2023
Q3 		$6.73M Buy
29,034
+1,215
+4% +$317K 0.41% 88
2023
Q2 		$7.45M Buy
27,819
+4,323
+18% +$1.01M 0.43% 80
2023
Q1 		$5.31M Sell
23,496
-118
-0.5% -$26.3K 0.34% 109
2022
Q4 		$5.47M Buy
23,614
+712
+3% +$170K 0.37% 106
2022
Q3 		$5.26M Buy
22,902
+3,501
+18% +$853K 0.4% 89
2022
Q2 		$4.52M Buy
19,401
+3,739
+24% +$910K 0.34% 115
2022
Q1 		$3.61M Buy
15,662
+2,893
+23% +$668K 0.24% 143
2021
Q4 		$3.21M Buy
+12,769
New +$2.91M 0.23% 146

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

GHP Investment Advisors's STZ Position: Q2 2026 in Review

GHP Investment Advisors increased its Constellation Brands (STZ) stake by 3.3% in Q2 2026, buying an estimated $65K and bringing the position to 13,524 shares worth $1.88M. The position accounts for 0.07% of the portfolio, ranked #247.

GHP Investment Advisors first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.87M in Q1 2024. 382 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • GHP Investment Advisors held 13,524 shares of Constellation Brands worth $1.88M as of Q2 2026.
  • GHP Investment Advisors bought 437 Constellation Brands shares in Q2 2026, an estimated $65K.
  • Constellation Brands made up 0.07% of GHP Investment Advisors's portfolio in Q2 2026, its #247 holding.
  • GHP Investment Advisors first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • GHP Investment Advisors's Constellation Brands position peaked at $8.87M in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.