IHT Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,371
| Closed | -$356K | – | 1345 |
|
|
2026
Q1 | $356K | Buy |
2,371
+117
| +5% | +$18.1K | 0.01% | 946 |
|
|
2025
Q4 | $311K | Sell |
2,254
-397
| -15% | -$54.5K | 0.01% | 948 |
|
|
2025
Q3 | $357K | Buy |
2,651
+400
| +18% | +$63.6K | 0.01% | 862 |
|
|
2025
Q2 | $366K | Buy |
2,251
+822
| +58% | +$147K | 0.01% | 809 |
|
|
2025
Q1 | $262K | Sell |
1,429
-607
| -30% | -$110K | 0.01% | 917 |
|
|
2024
Q4 | $450K | Sell |
2,036
-611
| -23% | -$145K | 0.01% | 717 |
|
|
2024
Q3 | $682K | Sell |
2,647
-48
| -2% | -$11.9K | 0.02% | 617 |
|
|
2024
Q2 | $693K | Sell |
2,695
-148
| -5% | -$38.1K | 0.03% | 531 |
|
|
2024
Q1 | $773K | Buy |
2,843
+132
| +5% | +$33.4K | 0.03% | 496 |
|
|
2023
Q4 | $655K | Sell |
2,711
-291
| -10% | -$69.2K | 0.03% | 514 |
|
|
2023
Q3 | $755K | Buy |
3,002
+333
| +12% | +$86.9K | 0.04% | 418 |
|
|
2023
Q2 | $657K | Buy |
2,669
+263
| +11% | +$61.5K | 0.03% | 457 |
|
|
2023
Q1 | $543K | Buy |
2,406
+45
| +2% | +$10K | 0.03% | 472 |
|
|
2022
Q4 | $547K | Buy |
2,361
+277
| +13% | +$66.3K | 0.03% | 464 |
|
|
2022
Q3 | $479K | Buy |
2,084
+135
| +7% | +$32.9K | 0.04% | 465 |
|
|
2022
Q2 | $454K | Sell |
1,949
-76
| -4% | -$18.5K | 0.04% | 406 |
|
|
2022
Q1 | $466K | Buy |
2,025
+28
| +1% | +$6.47K | 0.04% | 429 |
|
|
2021
Q4 | $501K | Buy |
1,997
+53
| +3% | +$12.1K | 0.04% | 438 |
|
|
2021
Q3 | $410K | Sell |
1,944
-625
| -24% | -$136K | 0.03% | 488 |
|
|
2021
Q2 | $601K | Buy |
2,569
+22
| +0.9% | +$5.17K | 0.04% | 466 |
|
|
2021
Q1 | $581K | Sell |
2,547
-39
| -2% | -$8.79K | 0.04% | 409 |
|
|
2020
Q4 | $567K | Buy |
2,586
+163
| +7% | +$32K | 0.05% | 365 |
|
|
2020
Q3 | $459K | Buy |
2,423
+190
| +9% | +$34.7K | 0.05% | 368 |
|
|
2020
Q2 | $391K | Sell |
2,233
-69
| -3% | -$11.5K | 0.05% | 342 |
|
|
2020
Q1 | $330K | Buy |
2,302
+388
| +20% | +$68.5K | 0.05% | 367 |
|
|
2019
Q4 | $363K | Buy |
1,914
+152
| +9% | +$28.7K | 0.04% | 397 |
|
|
2019
Q3 | $365K | Buy |
1,762
+500
| +40% | +$100K | 0.05% | 379 |
|
|
2019
Q2 | $249K | Buy |
+1,262
| New | +$246K | 0.04% | 441 |
|
|
2018
Q2 | – | Sell |
-460
| Closed | -$105K | – | 1239 |
|
|
2018
Q1 | $105K | Hold |
460
| – | – | 0.03% | 467 |
|
|
2017
Q4 | $100K | Buy |
460
+10
| +2% | +$2.16K | 0.03% | 493 |
|
|
2017
Q3 | $94K | Buy |
450
+25
| +6% | +$4.95K | 0.04% | 369 |
|
|
2017
Q2 | $67 | Sell |
425
-25
| -6% | -$4.45K | 0.03% | 440 |
|
|
2017
Q1 | $73K | Buy |
450
+240
| +114% | +$37.4K | 0.05% | 338 |
|
|
2016
Q4 | $32K | Buy |
+210
| New | +$33.4K | 0.02% | 501 |
|
Other funds holding STZ
IHT Wealth Management's STZ Position: Q2 2026 in Review
IHT Wealth Management sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 2,371 shares — an estimated $356K sold.
IHT Wealth Management first reported a position in STZ in Q4 2016 and held it in 34 quarters. The position peaked at $773K in Q1 2024. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- IHT Wealth Management reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
- IHT Wealth Management sold 2,371 Constellation Brands shares in Q2 2026, an estimated $356K.
- IHT Wealth Management first reported a position in Constellation Brands in Q4 2016 and held it in 34 quarters.
- IHT Wealth Management's Constellation Brands position peaked at $773K in Q1 2024.
- 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.