Premier Path Wealth Partners’s Constellation Brands STZ Stock Holding History

Premier Path Wealth Partners’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	$504K	Sell	3,626 -810	-18%	-$120K	0.06%	264
2026 Q1	$665K	Sell	4,436 -1,981	-31%	-$306K	0.09%	213
2025 Q4	$885K	Sell	6,417 -2,309	-26%	-$317K	0.11%	174
2025 Q3	$1.18M	Buy	8,726 +1,895	+28%	+$301K	0.15%	153
2025 Q2	$1.11M	Sell	6,831 -559	-8%	-$100K	0.15%	159
2025 Q1	$1.36M	Buy	7,390 +1,748	+31%	+$318K	0.21%	113
2024 Q4	$1.25M	Buy	5,642 +485	+9%	+$115K	0.19%	124
2024 Q3	$1.33M	Sell	5,157 -89	-2%	-$22.1K	0.21%	118
2024 Q2	$1.35M	Buy	5,246 +111	+2%	+$28.5K	0.23%	104
2024 Q1	$1.39M	Buy	5,135 +1,192	+30%	+$302K	0.26%	96
2023 Q4	$959K	Buy	+3,943	New	+$938K	0.21%	122

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Premier Path Wealth Partners's STZ Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Constellation Brands (STZ) stake by 18% in Q2 2026, selling an estimated $120K and leaving 3,626 shares worth $504K. The position accounts for 0.06% of the portfolio, ranked #264.

Premier Path Wealth Partners first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q1 2024. 385 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Premier Path Wealth Partners held 3,626 shares of Constellation Brands worth $504K as of Q2 2026.
Premier Path Wealth Partners sold 810 Constellation Brands shares in Q2 2026, an estimated $120K.
Constellation Brands made up 0.06% of Premier Path Wealth Partners's portfolio in Q2 2026, its #264 holding.
Premier Path Wealth Partners first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Constellation Brands position peaked at $1.39M in Q1 2024.
385 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.