Independent Advisor Alliance’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 | $373K | Sell |
2,682
-70
| -3% | -$10.4K | 0.01% | 766 |
|
|
2026
Q1 | $413K | Buy |
2,752
+1,200
| +77% | +$185K | ﹤0.01% | 1191 |
|
|
2025
Q4 | $214K | Sell |
1,552
-6
| -0.4% | -$823 | 0.01% | 915 |
|
|
2025
Q3 | $210K | Sell |
1,558
-45
| -3% | -$7.16K | 0.01% | 877 |
|
|
2025
Q2 | $261K | Sell |
1,603
-435
| -21% | -$78K | 0.01% | 760 |
|
|
2025
Q1 | $374K | Sell |
2,038
-929
| -31% | -$169K | 0.01% | 595 |
|
|
2024
Q4 | $656K | Sell |
2,967
-130
| -4% | -$30.9K | 0.01% | 859 |
|
|
2024
Q3 | $798K | Sell |
3,097
-76
| -2% | -$18.8K | 0.03% | 368 |
|
|
2024
Q2 | $816K | Buy |
3,173
+15
| +0.5% | +$3.86K | 0.03% | 365 |
|
|
2024
Q1 | $858K | Buy |
3,158
+350
| +12% | +$88.6K | 0.03% | 348 |
|
|
2023
Q4 | $679K | Sell |
2,808
-332
| -11% | -$79K | 0.02% | 372 |
|
|
2023
Q3 | $789K | Sell |
3,140
-150
| -5% | -$39.2K | 0.04% | 329 |
|
|
2023
Q2 | $810K | Sell |
3,290
-469
| -12% | -$110K | 0.04% | 331 |
|
|
2023
Q1 | $849K | Buy |
+3,759
| New | +$837K | 0.04% | 311 |
|
|
2022
Q4 | – | Sell |
-5,734
| Closed | -$1.32M | – | 610 |
|
|
2022
Q3 | $1.32M | Buy |
5,734
+36
| +0.6% | +$8.77K | 0.08% | 225 |
|
|
2022
Q2 | $1.33M | Buy |
5,698
+3,434
| +152% | +$836K | 0.07% | 217 |
|
|
2022
Q1 | $522K | Buy |
2,264
+1,122
| +98% | +$259K | 0.03% | 381 |
|
|
2021
Q4 | $287K | Sell |
1,142
-67
| -6% | -$15.3K | 0.01% | 537 |
|
|
2021
Q3 | $255K | Buy |
1,209
+76
| +7% | +$16.6K | 0.01% | 532 |
|
|
2021
Q2 | $265K | Sell |
1,133
-128
| -10% | -$30K | 0.01% | 531 |
|
|
2021
Q1 | $287K | Buy |
1,261
+309
| +32% | +$69.6K | 0.02% | 493 |
|
|
2020
Q4 | $209K | Sell |
952
-4,271
| -82% | -$840K | 0.01% | 504 |
|
|
2020
Q3 | $990K | Sell |
5,223
-5,181
| -50% | -$945K | 0.08% | 184 |
|
|
2020
Q2 | $1.82M | Buy |
10,404
+5,503
| +112% | +$917K | 0.19% | 102 |
|
|
2020
Q1 | $703K | Sell |
4,901
-5,770
| -54% | -$1.02M | 0.1% | 162 |
|
|
2019
Q4 | $2.02M | Sell |
10,671
-8,705
| -45% | -$1.64M | 0.09% | 235 |
|
|
2019
Q3 | $3.92M | Buy |
19,376
+98
| +0.5% | +$19.7K | 0.48% | 42 |
|
|
2019
Q2 | $2.67M | Buy |
19,278
+2,521
| +15% | +$492K | 0.39% | 59 |
|
|
2019
Q1 | $2.94M | Buy |
16,757
+2,046
| +14% | +$345K | 0.41% | 55 |
|
|
2018
Q4 | $2.42M | Sell |
14,711
-76
| -0.5% | -$15.1K | 0.43% | 50 |
|
|
2018
Q3 | $2.32M | Buy |
14,787
+1,825
| +14% | +$388K | 0.42% | 57 |
|
|
2018
Q2 | $2.09M | Buy |
12,962
+3,487
| +37% | +$788K | 0.44% | 56 |
|
|
2018
Q1 | $2.16M | Buy |
9,475
+22
| +0.2% | +$4.84K | 0.48% | 49 |
|
|
2017
Q4 | $2.05M | Buy |
9,453
+1,097
| +13% | +$237K | 0.46% | 54 |
|
|
2017
Q3 | $1.74M | Buy |
8,356
+61
| +0.7% | +$12.1K | 0.48% | 57 |
|
|
2017
Q2 | $1.61M | Buy |
8,295
+284
| +4% | +$50.5K | 0.51% | 57 |
|
|
2017
Q1 | $1.29M | Sell |
8,011
-756
| -9% | -$118K | 0.2% | 135 |
|
|
2016
Q4 | $1.32M | Buy |
+8,767
| New | +$1.39M | 0.56% | 62 |
|
Other funds holding STZ
Independent Advisor Alliance's STZ Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Constellation Brands (STZ) stake by 2.5% in Q2 2026, selling an estimated $10.4K and leaving 2,682 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #766.
Independent Advisor Alliance first reported a position in STZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.92M in Q3 2019. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Independent Advisor Alliance held 2,682 shares of Constellation Brands worth $373K as of Q2 2026.
- Independent Advisor Alliance sold 70 Constellation Brands shares in Q2 2026, an estimated $10.4K.
- Constellation Brands made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #766 holding.
- Independent Advisor Alliance first reported a position in Constellation Brands in Q4 2016 and has held it in 38 quarters since.
- Independent Advisor Alliance's Constellation Brands position peaked at $3.92M in Q3 2019.
- 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.