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SFMG Wealth Advisors’s Constellation Brands STZ Stock Holding History

SFMG Wealth 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 		$391K Hold
2,808
– – 0.02% 224
2026
Q1 		$421K Sell
2,808
-598
-18% -$92.4K 0.03% 209
2025
Q4 		$470K Buy
3,406
+376
+12% +$51.6K 0.03% 194
2025
Q3 		$408K Buy
3,030
+227
+8% +$36.1K 0.03% 198
2025
Q2 		$456K Buy
2,803
+53
+2% +$9.51K 0.03% 164
2025
Q1 		$505K Sell
2,750
-598
-18% -$109K 0.04% 148
2024
Q4 		$740K Buy
3,348
+2
+0.1% +$475 0.06% 116
2024
Q3 		$862K Buy
3,346
+3
+0.1% +$744 0.07% 105
2024
Q2 		$860K Sell
3,343
-2
-0.1% -$514 0.07% 96
2024
Q1 		$909K Sell
3,345
-229
-6% -$57.9K 0.08% 96
2023
Q4 		$864K Sell
3,574
-20
-0.6% -$4.76K 0.08% 94
2023
Q3 		$903K Sell
3,594
-29
-0.8% -$7.57K 0.09% 90
2023
Q2 		$892K Sell
3,623
-34
-0.9% -$7.96K 0.09% 91
2023
Q1 		$826K Buy
3,657
+86
+2% +$19.1K 0.09% 94
2022
Q4 		$828K Buy
3,571
+2
+0.1% +$479 0.09% 98
2022
Q3 		$797K Buy
3,569
+2
+0.1% +$487 0.09% 97
2022
Q2 		$831K Buy
3,567
+3
+0.1% +$730 0.1% 95
2022
Q1 		$821K Sell
3,564
-7
-0.2% -$1.62K 0.08% 104
2021
Q4 		$896K Sell
3,571
-308
-8% -$70.2K 0.09% 105
2021
Q3 		$817K Sell
3,879
-6,833
-64% -$1.49M 0.09% 102
2021
Q2 		$2.5M Buy
10,712
+31
+0.3% +$7.28K 0.28% 45
2021
Q1 		$2.44M Buy
10,681
+2,691
+34% +$606K 0.28% 45
2020
Q4 		$1.75M Buy
7,990
+1,713
+27% +$337K 0.22% 56
2020
Q3 		$1.19M Buy
6,277
+102
+2% +$18.6K 0.16% 56
2020
Q2 		$1.08M Buy
6,175
+2,160
+54% +$360K 0.15% 55
2020
Q1 		$576K Buy
4,015
+474
+13% +$83.6K 0.09% 67
2019
Q4 		$672K Sell
3,541
-112
-3% -$21.1K 0.08% 83
2019
Q3 		$757K Buy
3,653
+2
+0.1% +$402 0.1% 65
2019
Q2 		$745K Sell
3,651
-700
-16% -$137K 0.1% 65
2019
Q1 		$652K Buy
+4,351
New +$733K 0.09% 60

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

SFMG Wealth Advisors's STZ Position: Q2 2026 in Review

SFMG Wealth Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 2,808 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #224.

SFMG Wealth Advisors first reported a position in STZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.5M in Q2 2021. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • SFMG Wealth Advisors held 2,808 shares of Constellation Brands worth $391K as of Q2 2026.
  • SFMG Wealth Advisors left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • SFMG Wealth Advisors first reported a position in Constellation Brands in Q1 2019 and has held it in 30 quarters since.
  • SFMG Wealth Advisors's Constellation Brands position peaked at $2.5M in Q2 2021.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.