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Legacy Financial Advisors’s Constellation Brands STZ Stock Holding History

Legacy 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 		$381K Sell
2,740
-177
-6% -$26.3K 0.05% 299
2026
Q1 		$438K Buy
2,917
+159
+6% +$24.6K 0.06% 252
2025
Q4 		$381K Buy
2,758
+809
+42% +$111K 0.05% 273
2025
Q3 		$262K Buy
1,949
+315
+19% +$50.1K 0.04% 355
2025
Q2 		$266K Buy
+1,634
New +$293K 0.04% 292
2019
Q2 		– Sell
-202
Closed -$35K – 792
2019
Q1 		$35K Buy
202
+178
+742% +$30K 0.01% 340
2018
Q4 		$4K Buy
+24
New +$4.77K ﹤0.01% 783

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 $3.38T AUM 44.17% 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

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

Legacy Financial Advisors reduced its Constellation Brands (STZ) stake by 6.1% in Q2 2026, selling an estimated $26.3K and leaving 2,740 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #299.

Legacy Financial Advisors first reported a position in STZ in Q4 2018 and has held it in 7 quarters since. The position peaked at $438K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Legacy Financial Advisors held 2,740 shares of Constellation Brands worth $381K as of Q2 2026.
  • Legacy Financial Advisors sold 177 Constellation Brands shares in Q2 2026, an estimated $26.3K.
  • Constellation Brands made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #299 holding.
  • Legacy Financial Advisors first reported a position in Constellation Brands in Q4 2018 and has held it in 7 quarters since.
  • Legacy Financial Advisors's Constellation Brands position peaked at $438K in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.