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Sequoia Financial Advisors’s Constellation Brands STZ Stock Holding History

Sequoia 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 		$677K Buy
4,870
+73
+2% +$10.9K ﹤0.01% 1136
2026
Q1 		$719K Buy
4,797
+194
+4% +$30K ﹤0.01% 1056
2025
Q4 		$635K Buy
4,603
+2,016
+78% +$277K ﹤0.01% 1139
2025
Q3 		$348K Sell
2,587
-320
-11% -$50.9K ﹤0.01% 1319
2025
Q2 		$473K Buy
2,907
+343
+13% +$61.5K ﹤0.01% 1021
2025
Q1 		$471K Sell
2,564
-3,051
-54% -$554K ﹤0.01% 876
2024
Q4 		$1.24M Buy
5,615
+654
+13% +$155K 0.01% 519
2024
Q3 		$1.28M Buy
4,961
+573
+13% +$142K 0.01% 475
2024
Q2 		$1.13M Buy
4,388
+689
+19% +$177K 0.01% 459
2024
Q1 		$1.01M Sell
3,699
-5,912
-62% -$1.5M 0.01% 477
2023
Q4 		$2.32M Buy
9,611
+6,733
+234% +$1.6M 0.03% 326
2023
Q3 		$723K Buy
2,878
+20
+0.7% +$5.22K 0.01% 413
2023
Q2 		$703K Buy
2,858
+900
+46% +$211K 0.01% 425
2023
Q1 		$442K Sell
1,958
-1,768
-47% -$393K 0.01% 501
2022
Q4 		$864K Buy
3,726
+2,214
+146% +$530K 0.02% 320
2022
Q3 		$347K Buy
1,512
+51
+3% +$12.4K 0.01% 354
2022
Q2 		$341K Sell
1,461
-1,688
-54% -$411K 0.01% 405
2022
Q1 		$725K Buy
3,149
+471
+18% +$109K 0.02% 291
2021
Q4 		$672K Buy
2,678
+58
+2% +$13.2K 0.02% 277
2021
Q3 		$552K Sell
2,620
-459
-15% -$100K 0.06% 143
2021
Q2 		$720K Buy
3,079
+54
+2% +$12.7K 0.03% 236
2021
Q1 		$690K Sell
3,025
-11
-0.4% -$2.48K 0.03% 220
2020
Q4 		$665K Buy
+3,036
New +$597K 0.03% 215
2020
Q1 		– Sell
-1,116
Closed -$212K – 403
2019
Q4 		$212K Sell
1,116
-225
-17% -$42.5K 0.01% 356
2019
Q3 		$278K Buy
1,341
+148
+12% +$29.7K 0.02% 288
2019
Q2 		$235K Sell
1,193
-75
-6% -$14.6K 0.02% 320
2019
Q1 		$222K Buy
+1,268
New +$214K 0.02% 328

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

Sequoia Financial Advisors's STZ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Constellation Brands (STZ) stake by 1.5% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,870 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Sequoia Financial Advisors first reported a position in STZ in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.32M in Q4 2023. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Sequoia Financial Advisors held 4,870 shares of Constellation Brands worth $677K as of Q2 2026.
  • Sequoia Financial Advisors bought 73 Constellation Brands shares in Q2 2026, an estimated $10.9K.
  • Constellation Brands made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1136 holding.
  • Sequoia Financial Advisors first reported a position in Constellation Brands in Q1 2019 and has held it in 27 quarters since.
  • Sequoia Financial Advisors's Constellation Brands position peaked at $2.32M in Q4 2023.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.