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Loring Wolcott & Coolidge Fiduciary Advisors’s Constellation Brands STZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$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

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

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. 435 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.
  • 435 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.