Kingswood Wealth Advisors’s Constellation Brands STZ Stock Holding History

Kingswood Wealth 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	$529K	Buy	3,806 +27	+0.7%	+$4.01K	0.02%	596
2026 Q1	$567K	Sell	3,779 -235	-6%	-$36.3K	0.03%	517
2025 Q4	$554K	Sell	4,014 -814	-17%	-$112K	0.03%	493
2025 Q3	$650K	Buy	4,828 +1,683	+54%	+$268K	0.04%	415
2025 Q2	$512K	Buy	3,145 +476	+18%	+$85.4K	0.04%	406
2025 Q1	$491K	Buy	2,669 +196	+8%	+$35.6K	0.04%	402
2024 Q4	$547K	Sell	2,473 -2,462	-50%	-$585K	0.04%	413
2024 Q3	$1.27M	Sell	4,935 -219	-4%	-$54.3K	0.09%	247
2024 Q2	$1.33M	Buy	5,154 +24	+0.5%	+$6.17K	0.12%	184
2024 Q1	$1.39M	Sell	5,130 -285	-5%	-$72.1K	0.16%	149
2023 Q4	$1.31M	Buy	5,415 +3,849	+246%	+$915K	0.15%	156
2023 Q3	$394K	Sell	1,566 -1,081	-41%	-$282K	0.07%	288
2023 Q2	$652K	Buy	+2,647	New	+$619K	0.21%	110

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kingswood Wealth Advisors's STZ Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Constellation Brands (STZ) stake by 0.71% in Q2 2026, buying an estimated $4.01K and bringing the position to 3,806 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #596.

Kingswood Wealth Advisors first reported a position in STZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q1 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Kingswood Wealth Advisors held 3,806 shares of Constellation Brands worth $529K as of Q2 2026.
Kingswood Wealth Advisors bought 27 Constellation Brands shares in Q2 2026, an estimated $4.01K.
Constellation Brands made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #596 holding.
Kingswood Wealth Advisors first reported a position in Constellation Brands in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Constellation Brands position peaked at $1.39M in Q1 2024.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.