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HBW Advisory Services’s Constellation Brands STZ Stock Holding History

HBW Advisory Services’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 		$274K Sell
1,971
-55
-3% -$8.18K 0.02% 403
2026
Q1 		$304K Sell
2,026
-276
-12% -$42.6K 0.03% 358
2025
Q4 		$318K Sell
2,302
-187
-8% -$25.7K 0.03% 343
2025
Q3 		$335K Sell
2,489
-40
-2% -$6.36K 0.04% 323
2025
Q2 		$411K Sell
2,529
-301
-11% -$54K 0.05% 267
2025
Q1 		$519K Buy
2,830
+538
+23% +$97.7K 0.07% 206
2024
Q4 		$507K Sell
2,292
-28
-1% -$6.65K 0.05% 202
2024
Q3 		$598K Sell
2,320
-354
-13% -$87.7K 0.09% 183
2024
Q2 		$688K Sell
2,674
-426
-14% -$110K 0.11% 169
2024
Q1 		$750K Hold
3,100
– – 0.14% 145
2023
Q4 		$750K Sell
3,100
-561
-15% -$133K 0.14% 145
2023
Q3 		$920K Sell
3,661
-15,174
-81% -$3.96M 0.19% 122
2023
Q2 		$4.64M Buy
18,835
+194
+1% +$45.4K 1.01% 19
2023
Q1 		$4.22M Sell
18,641
-976
-5% -$217K 1.05% 24
2022
Q4 		$4.55M Sell
19,617
-795
-4% -$190K 1.2% 21
2022
Q3 		$4.69M Buy
20,412
+168
+0.8% +$40.9K 1.31% 14
2022
Q2 		$4.72M Buy
20,244
+11,343
+127% +$2.76M 1.22% 16
2022
Q1 		$2.05M Sell
8,901
-11,335
-56% -$2.62M 0.72% 41
2021
Q4 		$5.08M Buy
20,236
+701
+4% +$160K 1.18% 21
2021
Q3 		$4.12M Buy
19,535
+315
+2% +$68.8K 1.06% 28
2021
Q2 		$4.5M Buy
19,220
+1,145
+6% +$269K 1.18% 22
2021
Q1 		$4.12M Buy
18,075
+892
+5% +$201K 1.1% 25
2020
Q4 		$3.76M Buy
17,183
+936
+6% +$184K 1.14% 26
2020
Q3 		$3.08M Buy
16,247
+3,330
+26% +$607K 1.26% 28
2020
Q2 		$2.26M Buy
12,917
+1,530
+13% +$255K 1.05% 31
2020
Q1 		$1.66M Buy
+11,387
New +$2.01M 1.2% 34

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

HBW Advisory Services's STZ Position: Q2 2026 in Review

HBW Advisory Services reduced its Constellation Brands (STZ) stake by 2.7% in Q2 2026, selling an estimated $8.18K and leaving 1,971 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #403.

HBW Advisory Services first reported a position in STZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.08M in Q4 2021. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • HBW Advisory Services held 1,971 shares of Constellation Brands worth $274K as of Q2 2026.
  • HBW Advisory Services sold 55 Constellation Brands shares in Q2 2026, an estimated $8.18K.
  • Constellation Brands made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #403 holding.
  • HBW Advisory Services first reported a position in Constellation Brands in Q1 2020 and has held it in 26 quarters since.
  • HBW Advisory Services's Constellation Brands position peaked at $5.08M in Q4 2021.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.