Sound Income Strategies’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-385
| Closed | -$58.2K | – | 2168 |
|
|
2026
Q1 | $58.2K | Hold |
385
| – | – | ﹤0.01% | 766 |
|
|
2025
Q4 | $60.3K | Sell |
385
-34
| -8% | -$4.67K | ﹤0.01% | 725 |
|
|
2025
Q3 | $59.9K | Sell |
419
-46
| -10% | -$7.32K | ﹤0.01% | 515 |
|
|
2025
Q2 | $75.6K | Buy |
465
+463
| +23,150% | +$83K | ﹤0.01% | 439 |
|
|
2025
Q1 | $367 | Sell |
2
-1
| -33% | -$182 | ﹤0.01% | 1443 |
|
|
2024
Q4 | $663 | Sell |
3
-17
| -85% | -$4.04K | ﹤0.01% | 1326 |
|
|
2024
Q3 | $5.15K | Buy |
20
+18
| +900% | +$4.46K | ﹤0.01% | 945 |
|
|
2024
Q2 | $515 | Hold |
2
| – | – | ﹤0.01% | 1268 |
|
|
2024
Q1 | $544 | Sell |
2
-6
| -75% | -$1.52K | ﹤0.01% | 1230 |
|
|
2023
Q4 | $1.93K | Hold |
8
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q3 | $2.01K | Sell |
8
-5
| -38% | -$1.3K | ﹤0.01% | 906 |
|
|
2023
Q2 | $3.2K | Hold |
13
| – | – | ﹤0.01% | 820 |
|
|
2023
Q1 | $2.94K | Buy |
13
+3
| +30% | +$668 | ﹤0.01% | 779 |
|
|
2022
Q4 | $2.32K | Hold |
10
| – | – | ﹤0.01% | 746 |
|
|
2022
Q3 | $2K | Sell |
10
-8
| -44% | -$1.95K | ﹤0.01% | 738 |
|
|
2022
Q2 | $4K | Sell |
18
-12
| -40% | -$2.92K | ﹤0.01% | 628 |
|
|
2022
Q1 | $7K | Sell |
30
-6
| -17% | -$1.39K | ﹤0.01% | 549 |
|
|
2021
Q4 | $9K | Hold |
36
| – | – | ﹤0.01% | 492 |
|
|
2021
Q3 | $8K | Sell |
36
-7
| -16% | -$1.53K | ﹤0.01% | 501 |
|
|
2021
Q2 | $10K | Buy |
+43
| New | +$10.1K | ﹤0.01% | 485 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 1048 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 952 |
|
|
2020
Q3 | $0 | Sell |
1
-21
| -95% | -$3.83K | ﹤0.01% | 933 |
|
|
2020
Q2 | $4K | Buy |
22
+21
| +2,100% | +$3.5K | ﹤0.01% | 550 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 877 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 779 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 763 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 766 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 786 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 795 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 846 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 770 |
|
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 666 |
|
|
2017
Q4 | $0 | Buy |
+1
| New | +$216 | ﹤0.01% | 576 |
|
Other funds holding STZ
Sound Income Strategies's STZ Position: Q2 2026 in Review
Sound Income Strategies sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 385 shares — an estimated $58.2K sold.
Sound Income Strategies first reported a position in STZ in Q4 2017 and held it in 33 quarters. The position peaked at $75.6K in Q2 2025. 668 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Sound Income Strategies reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 385 Constellation Brands shares in Q2 2026, an estimated $58.2K.
- Sound Income Strategies first reported a position in Constellation Brands in Q4 2017 and held it in 33 quarters.
- Sound Income Strategies's Constellation Brands position peaked at $75.6K in Q2 2025.
- 668 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.