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Independent Financial Group’s Constellation Brands STZ Stock Holding History

Independent Financial Group’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 		$484K Sell
3,482
-545
-14% -$81K 0.01% 1008
2026
Q1 		$604K Sell
4,027
-411
-9% -$63.5K 0.01% 837
2025
Q4 		$612K Buy
4,438
+132
+3% +$18.1K 0.01% 801
2025
Q3 		$580K Buy
4,306
+646
+18% +$103K 0.01% 780
2025
Q2 		$595K Buy
3,660
+721
+25% +$129K 0.02% 706
2025
Q1 		$539K Sell
2,939
-1,082
-27% -$197K 0.02% 680
2024
Q4 		$889K Buy
4,021
+1,970
+96% +$468K 0.03% 509
2024
Q3 		$529K Sell
2,051
-3
-0.1% -$744 0.02% 634
2024
Q2 		$529K Buy
2,054
+74
+4% +$19K 0.02% 586
2024
Q1 		$538K Buy
1,980
+45
+2% +$11.4K 0.02% 560
2023
Q4 		$468K Buy
1,935
+89
+5% +$21.2K 0.03% 569
2023
Q3 		$464K Sell
1,846
-1
-0.1% -$261 0.03% 515
2023
Q2 		$455K Sell
1,847
-79
-4% -$18.5K 0.03% 498
2023
Q1 		$435K Buy
1,926
+179
+10% +$39.8K 0.03% 488
2022
Q4 		$405K Sell
1,747
-95
-5% -$22.7K 0.03% 478
2022
Q3 		$423K Sell
1,842
-191
-9% -$46.5K 0.04% 433
2022
Q2 		$474K Buy
2,033
+43
+2% +$10.5K 0.05% 398
2022
Q1 		$458K Buy
1,990
+65
+3% +$15K 0.04% 455
2021
Q4 		$483K Buy
1,925
+42
+2% +$9.57K 0.04% 429
2021
Q3 		$397K Buy
1,883
+45
+2% +$9.82K 0.04% 433
2021
Q2 		$430K Sell
1,838
-869
-32% -$204K 0.05% 414
2021
Q1 		$617K Sell
2,707
-17
-0.6% -$3.83K 0.08% 277
2020
Q4 		$597K Sell
2,724
-600
-18% -$118K 0.09% 265
2020
Q3 		$630K Sell
3,324
-114
-3% -$20.8K 0.12% 197
2020
Q2 		$602K Sell
3,438
-341
-9% -$56.8K 0.13% 183
2020
Q1 		$542K Buy
+3,779
New +$667K 0.16% 162

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

Independent Financial Group's STZ Position: Q2 2026 in Review

Independent Financial Group reduced its Constellation Brands (STZ) stake by 14% in Q2 2026, selling an estimated $81K and leaving 3,482 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #1008.

Independent Financial Group first reported a position in STZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $889K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Independent Financial Group held 3,482 shares of Constellation Brands worth $484K as of Q2 2026.
  • Independent Financial Group sold 545 Constellation Brands shares in Q2 2026, an estimated $81K.
  • Constellation Brands made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1008 holding.
  • Independent Financial Group first reported a position in Constellation Brands in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Constellation Brands position peaked at $889K in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.