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Plante Moran Financial Advisors’s Constellation Brands STZ Stock Holding History

Plante Moran 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 		$717 Sell
5
-54
-92% -$8.03K ﹤0.01% 1002
2026
Q1 		$8.81K Buy
59
+55
+1,375% +$8.5K ﹤0.01% 526
2025
Q4 		$566 Hold
4
– – ﹤0.01% 759
2025
Q3 		$548 Hold
4
– – ﹤0.01% 729
2025
Q2 		$658 Hold
4
– – ﹤0.01% 714
2025
Q1 		$738 Hold
4
– – ﹤0.01% 734
2024
Q4 		$884 Hold
4
– – ﹤0.01% 825
2024
Q3 		$1.03K Hold
4
– – ﹤0.01% 779
2024
Q2 		$1.03K Hold
4
– – ﹤0.01% 726
2024
Q1 		$1.09K Hold
4
– – ﹤0.01% 783
2023
Q4 		$967 Hold
4
– – ﹤0.01% 763
2023
Q3 		$1K Buy
+4
New +$1.04K ﹤0.01% 691
2023
Q1 		– Sell
-26
Closed -$6.03K – 898
2022
Q4 		$6.03K Buy
+26
New +$6.22K ﹤0.01% 647
2022
Q1 		– Sell
-39
Closed -$10K – 996
2021
Q4 		$10K Buy
39
+36
+1,200% +$8.2K ﹤0.01% 690
2021
Q3 		$1K Hold
3
– – ﹤0.01% 906
2021
Q2 		$1K Sell
3
-357
-99% -$83.8K ﹤0.01% 922
2021
Q1 		$82K Buy
360
+257
+250% +$57.9K 0.02% 280
2020
Q4 		$23K Sell
103
-163
-61% -$32K 0.01% 507
2020
Q3 		$50K Buy
266
+166
+166% +$30.3K 0.02% 321
2020
Q2 		$17K Buy
+100
New +$16.7K 0.01% 458
2019
Q4 		– Sell
-234
Closed -$49K – 892
2019
Q3 		$49K Hold
234
– – 0.01% 343
2019
Q2 		$46K Sell
234
-295
-56% -$57.6K 0.01% 356
2019
Q1 		$93K Buy
529
+295
+126% +$49.7K 0.03% 228
2018
Q4 		$38K Buy
+234
New +$46.5K 0.01% 343
2018
Q1 		– Sell
-15
Closed -$3K – 1009
2017
Q4 		$3K Buy
+15
New +$3.24K ﹤0.01% 766
2016
Q1 		– Sell
-49
Closed -$7K – 1017
2015
Q4 		$7K Hold
49
– – 0.01% 653
2015
Q3 		$6K Buy
+49
New +$6.04K ﹤0.01% 564

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Plante Moran Financial Advisors's STZ Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Constellation Brands (STZ) stake by 92% in Q2 2026, selling an estimated $8.03K and leaving 5 shares worth $717. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Plante Moran Financial Advisors first reported a position in STZ in Q3 2015 and has held it in 27 quarters since. The position peaked at $93K in Q1 2019. 571 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Plante Moran Financial Advisors held 5 shares of Constellation Brands worth $717 as of Q2 2026.
  • Plante Moran Financial Advisors sold 54 Constellation Brands shares in Q2 2026, an estimated $8.03K.
  • Constellation Brands made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1002 holding.
  • Plante Moran Financial Advisors first reported a position in Constellation Brands in Q3 2015 and has held it in 27 quarters since.
  • Plante Moran Financial Advisors's Constellation Brands position peaked at $93K in Q1 2019.
  • 571 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.