SFS
STZ icon

Sowell Financial Services’s Constellation Brands STZ Stock Holding History

Sowell Financial Services’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 		– Sell
-1,416
Closed -$212K – 1218
2026
Q1 		$212K Buy
+1,416
New +$219K 0.01% 1018
2023
Q2 		– Sell
-1,209
Closed -$273K – 798
2023
Q1 		$273K Buy
+1,209
New +$269K 0.02% 592
2021
Q2 		– Sell
-3,822
Closed -$923K – 2442
2021
Q1 		$923K Buy
3,822
+556
+17% +$125K 0.03% 437
2020
Q4 		$715K Buy
3,266
+12
+0.4% +$2.36K 0.03% 418
2020
Q3 		$617K Sell
3,254
-4
-0.1% -$730 0.03% 418
2020
Q2 		$570K Sell
3,258
-11
-0.3% -$1.83K 0.03% 417
2020
Q1 		$469K Buy
3,269
+824
+34% +$145K 0.03% 415
2019
Q4 		$464K Sell
2,445
-345
-12% -$65.2K 0.04% 470
2019
Q3 		$578K Buy
+2,790
New +$560K 0.05% 371
2019
Q1 		$409K Buy
2,331
+198
+9% +$33.3K 0.05% 378
2018
Q4 		$343K Sell
2,133
-40
-2% -$7.95K 0.05% 356
2018
Q3 		$469K Buy
+2,173
New +$462K 0.07% 205

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

Sowell Financial Services's STZ Position: Q2 2026 in Review

Sowell Financial Services sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 1,416 shares — an estimated $212K sold.

Sowell Financial Services first reported a position in STZ in Q3 2018 and held it in 12 quarters. The position peaked at $923K in Q1 2021. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Sowell Financial Services reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 1,416 Constellation Brands shares in Q2 2026, an estimated $212K.
  • Sowell Financial Services first reported a position in Constellation Brands in Q3 2018 and held it in 12 quarters.
  • Sowell Financial Services's Constellation Brands position peaked at $923K in Q1 2021.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.