HHM Wealth Advisors’s Constellation Brands STZ Stock Holding History

HHM 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	$5.16K	Hold	37	–	–	﹤0.01%	722
2026 Q1	$5.56K	Buy	37 +25	+208%	+$3.86K	﹤0.01%	707
2025 Q4	$1.67K	Hold	12	–	–	﹤0.01%	777
2025 Q3	$1.63K	Hold	12	–	–	﹤0.01%	794
2025 Q2	$1.95K	Hold	12	–	–	﹤0.01%	768
2025 Q1	$2.2K	Sell	12 -21	-64%	-$3.81K	﹤0.01%	746
2024 Q4	$7.29K	Buy	33 +12	+57%	+$2.85K	﹤0.01%	636
2024 Q3	$5.41K	Buy	+21	New	+$5.21K	﹤0.01%	644
2023 Q2	–	Sell	-7	Closed	-$1.58K	–	852
2023 Q1	$1.58K	Hold	7	–	–	﹤0.01%	739
2022 Q4	$1.62K	Buy	+7	New	+$1.68K	﹤0.01%	622
2022 Q2	–	Sell	-63	Closed	-$15K	–	840
2022 Q1	$15K	Hold	63	–	–	﹤0.01%	485
2021 Q4	$16K	Hold	63	–	–	﹤0.01%	462
2021 Q3	$13K	Hold	63	–	–	﹤0.01%	467
2021 Q2	$15K	Hold	63	–	–	﹤0.01%	439
2021 Q1	$14K	Hold	63	–	–	﹤0.01%	421
2020 Q4	$14K	Hold	63	–	–	﹤0.01%	395
2020 Q3	$12K	Hold	63	–	–	﹤0.01%	373
2020 Q2	$11K	Buy	+63	New	+$10.5K	﹤0.01%	366

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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) 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

HHM Wealth Advisors's STZ Position: Q2 2026 in Review

HHM Wealth Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 37 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

HHM Wealth Advisors first reported a position in STZ in Q2 2020 and has held it in 18 quarters since. The position peaked at $16K in Q4 2021. 293 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

HHM Wealth Advisors held 37 shares of Constellation Brands worth $5.16K as of Q2 2026.
HHM Wealth Advisors left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #722 holding.
HHM Wealth Advisors first reported a position in Constellation Brands in Q2 2020 and has held it in 18 quarters since.
HHM Wealth Advisors's Constellation Brands position peaked at $16K in Q4 2021.
293 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.