JNBA Financial Advisors’s Constellation Brands STZ Stock Holding History

JNBA Financial Advisors’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	$11.1K	Hold	80	–	–	﹤0.01%	507
2026 Q1	$12K	Hold	80	–	–	﹤0.01%	475
2025 Q4	$11K	Hold	80	–	–	﹤0.01%	477
2025 Q3	$10.8K	Hold	80	–	–	﹤0.01%	468
2025 Q2	$13K	Hold	80	–	–	﹤0.01%	436
2025 Q1	$14.7K	Hold	80	–	–	﹤0.01%	418
2024 Q4	$17.7K	Hold	80	–	–	﹤0.01%	398
2024 Q3	$20.6K	Hold	80	–	–	﹤0.01%	387
2024 Q2	$20.6K	Hold	80	–	–	﹤0.01%	379
2024 Q1	$21.7K	Sell	80 -26	-25%	-$6.58K	﹤0.01%	385
2023 Q4	$25.6K	Hold	106	–	–	﹤0.01%	368
2023 Q3	$26.6K	Hold	106	–	–	﹤0.01%	352
2023 Q2	$26.1K	Hold	106	–	–	﹤0.01%	363
2023 Q1	$23.9K	Hold	106	–	–	﹤0.01%	369
2022 Q4	$24.6K	Sell	106 -12	-10%	-$2.87K	﹤0.01%	351
2022 Q3	$27K	Buy	118 +1	+0.9%	+$244	﹤0.01%	341
2022 Q2	$27K	Sell	117 -45	-28%	-$11K	﹤0.01%	356
2022 Q1	$37K	Sell	162 -25	-13%	-$5.77K	﹤0.01%	325
2021 Q4	$47K	Hold	187	–	–	0.01%	314
2021 Q3	$39K	Buy	187 +45	+32%	+$9.82K	0.01%	326
2021 Q2	$33K	Hold	142	–	–	﹤0.01%	339
2021 Q1	$32K	Hold	142	–	–	﹤0.01%	333
2020 Q4	$31K	Hold	142	–	–	0.01%	309
2020 Q3	$27K	Buy	142 +25	+21%	+$4.56K	0.01%	303
2020 Q2	$20K	Hold	117	–	–	﹤0.01%	332
2020 Q1	$17K	Buy	117 +80	+216%	+$14.1K	﹤0.01%	325
2019 Q4	$7K	Hold	37	–	–	﹤0.01%	472
2019 Q3	$8K	Hold	37	–	–	﹤0.01%	436
2019 Q2	$7K	Hold	37	–	–	﹤0.01%	479
2019 Q1	$6K	Hold	37	–	–	﹤0.01%	443
2018 Q4	$6K	Buy	+37	New	+$7.35K	﹤0.01%	423
2018 Q3	–	Sell	-37	Closed	-$8K	–	690
2018 Q2	$8K	Hold	37	–	–	﹤0.01%	419
2018 Q1	$8K	Hold	37	–	–	﹤0.01%	397
2017 Q4	$8K	Hold	37	–	–	﹤0.01%	388
2017 Q3	$7K	Hold	37	–	–	﹤0.01%	386
2017 Q2	$7K	Hold	37	–	–	﹤0.01%	376
2017 Q1	$6K	Hold	37	–	–	﹤0.01%	392
2016 Q4	$6K	Sell	37 -375	-91%	-$59.6K	﹤0.01%	399
2016 Q3	$69K	Buy	412 +375	+1,014%	+$61.8K	0.01%	454
2016 Q2	$6K	Buy	37 +18	+95%	+$2.82K	﹤0.01%	397
2016 Q1	$3K	Buy	+19	New	+$2.75K	﹤0.01%	471

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

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JNBA Financial Advisors's STZ Position: Q2 2026 in Review

JNBA Financial Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 80 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

JNBA Financial Advisors first reported a position in STZ in Q1 2016 and has held it in 41 quarters since. The position peaked at $69K in Q3 2016. 354 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

JNBA Financial Advisors held 80 shares of Constellation Brands worth $11.1K as of Q2 2026.
JNBA Financial Advisors left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #507 holding.
JNBA Financial Advisors first reported a position in Constellation Brands in Q1 2016 and has held it in 41 quarters since.
JNBA Financial Advisors's Constellation Brands position peaked at $69K in Q3 2016.
354 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.