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Schwarz Dygos Wheeler Investment Advisors’s Constellation Brands STZ Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$265K Sell
1,905
-220
-10% -$32.7K 0.05% 146
2026
Q1 		$319K Sell
2,125
-17
-0.8% -$2.63K 0.07% 123
2025
Q4 		$296K Hold
2,142
– – 0.06% 133
2025
Q3 		$288K Hold
2,142
– – 0.06% 134
2025
Q2 		$348K Sell
2,142
-91
-4% -$16.3K 0.08% 126
2025
Q1 		$410K Sell
2,233
-25
-1% -$4.54K 0.1% 113
2024
Q4 		$499K Hold
2,258
– – 0.12% 105
2024
Q3 		$582K Hold
2,258
– – 0.15% 98
2024
Q2 		$581K Hold
2,258
– – 0.16% 93
2024
Q1 		$614K Buy
2,258
+10
+0.4% +$2.53K 0.17% 89
2023
Q4 		$543K Sell
2,248
-20
-0.9% -$4.76K 0.17% 90
2023
Q3 		$570K Buy
2,268
+5
+0.2% +$1.3K 0.19% 81
2023
Q2 		$557K Buy
2,263
+130
+6% +$30.4K 0.18% 82
2023
Q1 		$482K Hold
2,133
– – 0.17% 81
2022
Q4 		$494K Hold
2,133
– – 0.19% 77
2022
Q3 		$490K Buy
2,133
+75
+4% +$18.3K 0.22% 68
2022
Q2 		$480K Hold
2,058
– – 0.19% 73
2022
Q1 		$474K Sell
2,058
-20
-1% -$4.62K 0.16% 83
2021
Q4 		$522K Hold
2,078
– – 0.18% 79
2021
Q3 		$438K Sell
2,078
-45
-2% -$9.82K 0.16% 85
2021
Q2 		$497K Buy
2,123
+260
+14% +$61K 0.18% 82
2021
Q1 		$425K Buy
1,863
+20
+1% +$4.51K 0.18% 79
2020
Q4 		$404K Hold
1,843
– – 0.19% 69
2020
Q3 		$349K Buy
1,843
+400
+28% +$73K 0.2% 76
2020
Q2 		$259K Buy
1,443
+22
+2% +$3.66K 0.17% 76
2020
Q1 		$204K Buy
1,421
+100
+8% +$17.6K 0.17% 75
2019
Q4 		$251K Buy
1,321
+200
+18% +$37.8K 0.17% 76
2019
Q3 		$232K Buy
+1,121
New +$225K 0.18% 72

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's STZ Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Constellation Brands (STZ) stake by 10% in Q2 2026, selling an estimated $32.7K and leaving 1,905 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #146.

Schwarz Dygos Wheeler Investment Advisors first reported a position in STZ in Q3 2019 and has held it in 28 quarters since. The position peaked at $614K in Q1 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,905 shares of Constellation Brands worth $265K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 220 Constellation Brands shares in Q2 2026, an estimated $32.7K.
  • Constellation Brands made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Constellation Brands in Q3 2019 and has held it in 28 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Constellation Brands position peaked at $614K in Q1 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.