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Journey Retirement Planning & Investment Management’s Constellation Brands STZ Stock Holding History

Journey Retirement Planning & Investment Management’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 		$285K Buy
2,051
+183
+10% +$27.2K 0.22% 115
2026
Q1 		$280K Sell
1,868
-1,477
-44% -$228K 0.25% 109
2025
Q4 		$461K Buy
+3,345
New +$459K 0.09% 153

Other funds holding STZ

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Journey Retirement Planning & Investment Management's STZ Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Constellation Brands (STZ) stake by 9.8% in Q2 2026, buying an estimated $27.2K and bringing the position to 2,051 shares worth $285K. The position accounts for 0.22% of the portfolio, ranked #115.

Journey Retirement Planning & Investment Management first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $461K in Q4 2025. 437 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 2,051 shares of Constellation Brands worth $285K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 183 Constellation Brands shares in Q2 2026, an estimated $27.2K.
  • Constellation Brands made up 0.22% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #115 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Constellation Brands position peaked at $461K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.