Principia Wealth Advisory’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Other funds holding STZ
Principia Wealth Advisory's STZ Position: Q2 2026 in Review
Principia Wealth Advisory increased its Constellation Brands (STZ) stake by 82% in Q2 2026, buying an estimated $2.08K and bringing the position to 31 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #394.
Principia Wealth Advisory first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Principia Wealth Advisory held 31 shares of Constellation Brands worth $4.31K as of Q2 2026.
- Principia Wealth Advisory bought 14 Constellation Brands shares in Q2 2026, an estimated $2.08K.
- Constellation Brands made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #394 holding.
- Principia Wealth Advisory first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
- 1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.