JFS Wealth Advisors’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 | $9.88K | Buy |
71
+15
| +27% | +$2.23K | ﹤0.01% | 1012 |
|
|
2026
Q1 | $8.4K | Buy |
56
+6
| +12% | +$927 | ﹤0.01% | 1015 |
|
|
2025
Q4 | $6.9K | Sell |
50
-894
| -95% | -$123K | ﹤0.01% | 1117 |
|
|
2025
Q3 | $127K | Buy |
944
+873
| +1,230% | +$139K | 0.01% | 378 |
|
|
2025
Q2 | $11.6K | Sell |
71
-17
| -19% | -$3.05K | ﹤0.01% | 821 |
|
|
2025
Q1 | $16.1K | Sell |
88
-45
| -34% | -$8.18K | ﹤0.01% | 727 |
|
|
2024
Q4 | $29.4K | Buy |
133
+31
| +30% | +$7.37K | ﹤0.01% | 550 |
|
|
2024
Q3 | $26.3K | Buy |
102
+3
| +3% | +$744 | ﹤0.01% | 586 |
|
|
2024
Q2 | $25.5K | Sell |
99
-62
| -39% | -$15.9K | ﹤0.01% | 553 |
|
|
2024
Q1 | $43.8K | Buy |
161
+74
| +85% | +$18.7K | ﹤0.01% | 451 |
|
|
2023
Q4 | $21K | Sell |
87
-3
| -3% | -$713 | ﹤0.01% | 573 |
|
|
2023
Q3 | $22.6K | Buy |
90
+11
| +14% | +$2.87K | ﹤0.01% | 513 |
|
|
2023
Q2 | $19.4K | Sell |
79
-3
| -4% | -$702 | ﹤0.01% | 557 |
|
|
2023
Q1 | $18.5K | Sell |
82
-21
| -20% | -$4.67K | ﹤0.01% | 556 |
|
|
2022
Q4 | $23.9K | Sell |
103
-7
| -6% | -$1.68K | ﹤0.01% | 490 |
|
|
2022
Q3 | $25K | Buy |
110
+6
| +6% | +$1.46K | ﹤0.01% | 523 |
|
|
2022
Q2 | $24K | Buy |
104
+6
| +6% | +$1.46K | ﹤0.01% | 552 |
|
|
2022
Q1 | $23K | Buy |
98
+23
| +31% | +$5.31K | ﹤0.01% | 570 |
|
|
2021
Q4 | $19K | Buy |
75
+16
| +27% | +$3.65K | ﹤0.01% | 579 |
|
|
2021
Q3 | $12K | Hold |
59
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $14K | Hold |
59
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $13K | Hold |
59
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $13K | Hold |
59
| – | – | ﹤0.01% | 393 |
|
|
2020
Q3 | $11K | Hold |
59
| – | – | ﹤0.01% | 394 |
|
|
2020
Q2 | $10K | Hold |
59
| – | – | ﹤0.01% | 384 |
|
|
2020
Q1 | $8K | Hold |
59
| – | – | ﹤0.01% | 361 |
|
|
2019
Q4 | $11K | Hold |
59
| – | – | ﹤0.01% | 366 |
|
|
2019
Q3 | $12K | Hold |
59
| – | – | ﹤0.01% | 360 |
|
|
2019
Q2 | $12K | Hold |
59
| – | – | ﹤0.01% | 355 |
|
|
2019
Q1 | $10K | Buy |
+59
| New | +$9.94K | ﹤0.01% | 358 |
|
|
2018
Q2 | – | Sell |
-13
| Closed | -$3K | – | 537 |
|
|
2018
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 462 |
|
|
2017
Q4 | $3K | Buy |
+13
| New | +$2.81K | ﹤0.01% | 471 |
|
Other funds holding STZ
JFS Wealth Advisors's STZ Position: Q2 2026 in Review
JFS Wealth Advisors increased its Constellation Brands (STZ) stake by 27% in Q2 2026, buying an estimated $2.23K and bringing the position to 71 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.
JFS Wealth Advisors first reported a position in STZ in Q4 2017 and has held it in 32 quarters since. The position peaked at $127K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- JFS Wealth Advisors held 71 shares of Constellation Brands worth $9.88K as of Q2 2026.
- JFS Wealth Advisors bought 15 Constellation Brands shares in Q2 2026, an estimated $2.23K.
- Constellation Brands made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1012 holding.
- JFS Wealth Advisors first reported a position in Constellation Brands in Q4 2017 and has held it in 32 quarters since.
- JFS Wealth Advisors's Constellation Brands position peaked at $127K in Q3 2025.
- 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.