Hughes Financial Services’s Constellation Brands STZ Stock Holding History

Hughes Financial 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	$1.67K	Hold	12	–	–	﹤0.01%	797
2026 Q1	$1.8K	Buy	12 +3	+33%	+$463	﹤0.01%	627
2025 Q4	$1.24K	Sell	9 -10	-53%	-$1.37K	﹤0.01%	670
2025 Q3	$2.44K	Buy	19 +13	+217%	+$2.07K	﹤0.01%	508
2025 Q2	$1.01K	Sell	6 -9	-60%	-$1.61K	﹤0.01%	708
2025 Q1	$2.77K	Buy	+15	New	+$2.73K	﹤0.01%	508

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

Hughes Financial Services's STZ Position: Q2 2026 in Review

Hughes Financial Services held its Constellation Brands (STZ) position steady in Q2 2026 at 12 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Hughes Financial Services first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.77K in Q1 2025. 267 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Hughes Financial Services held 12 shares of Constellation Brands worth $1.67K as of Q2 2026.
Hughes Financial Services left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #797 holding.
Hughes Financial Services first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Constellation Brands position peaked at $2.77K in Q1 2025.
267 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.