Loring Wolcott & Coolidge Fiduciary Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $65.4K | Hold |
470
| – | – | ﹤0.01% | 419 |
|
|
2026
Q1 | $78.1K | Hold |
470
| – | – | ﹤0.01% | 399 |
|
|
2025
Q4 | $75.8K | Sell |
470
-700
| -60% | -$96K | ﹤0.01% | 396 |
|
|
2025
Q3 | $163K | Sell |
1,170
-527
| -31% | -$83.8K | ﹤0.01% | 334 |
|
|
2025
Q2 | $276K | Hold |
1,697
| – | – | ﹤0.01% | 247 |
|
|
2025
Q1 | $318K | Sell |
1,697
-820
| -33% | -$149K | ﹤0.01% | 237 |
|
|
2024
Q4 | $473K | Hold |
2,517
| – | – | ﹤0.01% | 219 |
|
|
2024
Q3 | $606K | Sell |
2,517
-345
| -12% | -$85.5K | 0.01% | 201 |
|
|
2024
Q2 | $710K | Hold |
2,862
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $743K | Buy |
2,862
+7
| +0.2% | +$1.77K | 0.01% | 171 |
|
|
2023
Q4 | $700K | Buy |
2,855
+522
| +22% | +$124K | 0.01% | 180 |
|
|
2023
Q3 | $555K | Buy |
2,333
+328
| +16% | +$85.6K | 0.01% | 186 |
|
|
2023
Q2 | $493K | Hold |
2,005
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $453K | Hold |
2,005
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $465K | Hold |
2,005
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $461K | Sell |
2,005
-381
| -16% | -$92.9K | 0.01% | 206 |
|
|
2022
Q2 | $556K | Buy |
2,386
+70
| +3% | +$17K | 0.01% | 196 |
|
|
2022
Q1 | $533K | Hold |
2,316
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $581K | Hold |
2,316
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $488K | Sell |
2,316
-13
| -0.6% | -$2.84K | ﹤0.01% | 222 |
|
|
2021
Q2 | $545K | Sell |
2,329
-24
| -1% | -$5.63K | 0.01% | 217 |
|
|
2021
Q1 | $536K | Buy |
2,353
+123
| +6% | +$27.7K | 0.01% | 206 |
|
|
2020
Q4 | $488K | Sell |
2,230
-1,128
| -34% | -$222K | 0.01% | 208 |
|
|
2020
Q3 | $636K | Buy |
3,358
+126
| +4% | +$23K | 0.01% | 172 |
|
|
2020
Q2 | $565K | Sell |
3,232
-590
| -15% | -$98.3K | 0.01% | 172 |
|
|
2020
Q1 | $548K | Buy |
3,822
+150
| +4% | +$26.5K | 0.01% | 168 |
|
|
2019
Q4 | $697K | Sell |
3,672
-2,340
| -39% | -$442K | 0.01% | 176 |
|
|
2019
Q3 | $1.25M | Hold |
6,012
| – | – | 0.02% | 137 |
|
|
2019
Q2 | $1.18M | Sell |
6,012
-1,746
| -23% | -$341K | 0.02% | 142 |
|
|
2019
Q1 | $1.36M | Buy |
7,758
+2,144
| +38% | +$361K | 0.02% | 137 |
|
|
2018
Q4 | $903K | Buy |
5,614
+5,405
| +2,586% | +$1.07M | 0.02% | 155 |
|
|
2018
Q3 | $45K | Hold |
209
| – | – | ﹤0.01% | 434 |
|
|
2018
Q2 | $46K | Buy |
209
+200
| +2,222% | +$45.2K | ﹤0.01% | 432 |
|
|
2018
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 673 |
|
|
2017
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 665 |
|
|
2017
Q3 | $2K | Buy |
+9
| New | +$1.78K | ﹤0.01% | 667 |
|
Other funds holding STZ
Loring Wolcott & Coolidge Fiduciary Advisors's STZ Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 470 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #419.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STZ in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.36M in Q1 2019. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 470 shares of Constellation Brands worth $65.4K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors left its Constellation Brands share count unchanged in Q2 2026.
- Constellation Brands made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #419 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Constellation Brands in Q3 2017 and has held it in 36 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Constellation Brands position peaked at $1.36M in Q1 2019.
- 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.