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GoalVest Advisory’s Constellation Brands STZ Stock Holding History

GoalVest Advisory’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 		$452 Sell
4
-201
-98% -$25.9K ﹤0.01% 709
2026
Q2 		$28.5K Hold
205
– – 0.01% 272
2026
Q1 		$30.8K Hold
205
– – 0.01% 277
2025
Q4 		$28.3K Buy
+205
New +$28.1K 0.01% 301

Other funds holding STZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GoalVest Advisory's STZ Position: Q3 2026 in Review

GoalVest Advisory reduced its Constellation Brands (STZ) stake by 98% in Q3 2026, selling an estimated $25.9K and leaving 4 shares worth $452. The position accounts for ﹤0.01% of the portfolio, ranked #709.

GoalVest Advisory first reported a position in STZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $30.8K in Q1 2026. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • GoalVest Advisory held 4 shares of Constellation Brands worth $452 as of Q3 2026.
  • GoalVest Advisory sold 201 Constellation Brands shares in Q3 2026, an estimated $25.9K.
  • Constellation Brands made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #709 holding.
  • GoalVest Advisory first reported a position in Constellation Brands in Q4 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's Constellation Brands position peaked at $30.8K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.