Jones Financial Companies
STZ icon

Jones Financial Companies’s Constellation Brands STZ Stock Holding History

Jones Financial Companies’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 		$12M Sell
82,276
-3,416
-4% -$508K ﹤0.01% 853
2026
Q1 		$13M Buy
85,692
+54,541
+175% +$8.43M 0.01% 735
2025
Q4 		$4.3M Buy
31,151
+14,077
+82% +$1.93M ﹤0.01% 678
2025
Q3 		$2.26M Buy
17,074
+3,301
+24% +$525K ﹤0.01% 809
2025
Q2 		$2.22M Buy
13,773
+1,694
+14% +$304K ﹤0.01% 725
2025
Q1 		$2.22M Buy
12,079
+933
+8% +$169K ﹤0.01% 629
2024
Q4 		$2.46M Buy
11,146
+3,312
+42% +$787K ﹤0.01% 509
2024
Q3 		$2.02M Buy
7,834
+4,460
+132% +$1.11M ﹤0.01% 456
2024
Q2 		$868K Buy
3,374
+3,151
+1,413% +$810K ﹤0.01% 445
2024
Q1 		$60.7K Buy
223
+218
+4,360% +$55.2K ﹤0.01% 696
2023
Q4 		$1.21K Buy
5
+1
+25% +$238 ﹤0.01% 946
2023
Q3 		$1K Buy
+4
New +$1.04K ﹤0.01% 633
2023
Q2 		– Sell
-174
Closed -$39.3K – 591
2023
Q1 		$39.3K Buy
174
+79
+83% +$17.6K ﹤0.01% 370
2022
Q4 		$22K Sell
95
-108
-53% -$25.8K ﹤0.01% 417
2022
Q3 		$47K Buy
203
+116
+133% +$28.3K ﹤0.01% 334
2022
Q2 		$20K Buy
+87
New +$21.2K ﹤0.01% 408
2022
Q1 		– Sell
-6
Closed -$2K – 831
2021
Q4 		$2K Hold
6
– – ﹤0.01% 721
2021
Q3 		$1K Sell
6
-3
-33% -$655 ﹤0.01% 639
2021
Q2 		$2K Sell
9
-4
-31% -$939 ﹤0.01% 611
2021
Q1 		$3K Sell
13
-14
-52% -$3.15K ﹤0.01% 717
2020
Q4 		$6K Buy
+27
New +$5.31K ﹤0.01% 485

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

Jones Financial Companies's STZ Position: Q2 2026 in Review

Jones Financial Companies reduced its Constellation Brands (STZ) stake by 4% in Q2 2026, selling an estimated $508K and leaving 82,276 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Jones Financial Companies first reported a position in STZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $13M in Q1 2026. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Jones Financial Companies held 82,276 shares of Constellation Brands worth $12M as of Q2 2026.
  • Jones Financial Companies sold 3,416 Constellation Brands shares in Q2 2026, an estimated $508K.
  • Constellation Brands made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #853 holding.
  • Jones Financial Companies first reported a position in Constellation Brands in Q4 2020 and has held it in 21 quarters since.
  • Jones Financial Companies's Constellation Brands position peaked at $13M in Q1 2026.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.