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Stratos Wealth Advisors’s Constellation Brands STZ Stock Holding History

Stratos 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 		$377K Sell
2,709
-307
-10% -$45.6K 0.02% 447
2026
Q1 		$452K Sell
3,016
-102
-3% -$15.8K 0.03% 406
2025
Q4 		$430K Buy
3,118
+204
+7% +$28K 0.02% 463
2025
Q3 		$393K Sell
2,914
-447
-13% -$71.1K 0.02% 497
2025
Q2 		$547K Buy
3,361
+114
+4% +$20.4K 0.03% 434
2025
Q1 		$596K Buy
3,247
+214
+7% +$38.9K 0.03% 401
2024
Q4 		$670K Buy
3,033
+120
+4% +$28.5K 0.03% 403
2024
Q3 		$751K Buy
2,913
+175
+6% +$43.4K 0.03% 407
2024
Q2 		$705K Buy
2,738
+410
+18% +$105K 0.03% 399
2024
Q1 		$633K Buy
2,328
+123
+6% +$31.1K 0.04% 415
2023
Q4 		$533K Buy
2,205
+77
+4% +$18.3K 0.03% 452
2023
Q3 		$535K Sell
2,128
-84
-4% -$21.9K 0.04% 420
2023
Q2 		$544K Sell
2,212
-1
-0% -$234 0.04% 420
2023
Q1 		$500K Sell
2,213
-138
-6% -$30.7K 0.04% 417
2022
Q4 		$545K Sell
2,351
-52
-2% -$12.4K 0.05% 384
2022
Q3 		$552K Buy
2,403
+22
+0.9% +$5.36K 0.06% 341
2022
Q2 		$555K Sell
2,381
-532
-18% -$129K 0.05% 344
2022
Q1 		$671K Buy
2,913
+561
+24% +$130K 0.05% 331
2021
Q4 		$590K Buy
2,352
+120
+5% +$27.3K 0.04% 367
2021
Q3 		$470K Buy
2,232
+101
+5% +$22K 0.04% 373
2021
Q2 		$499K Buy
2,131
+353
+20% +$82.9K 0.04% 357
2021
Q1 		$405K Buy
1,778
+137
+8% +$30.9K 0.04% 349
2020
Q4 		$360K Buy
1,641
+165
+11% +$32.4K 0.05% 292
2020
Q3 		$280K Buy
+1,476
New +$269K 0.07% 263

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

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

Stratos Wealth Advisors reduced its Constellation Brands (STZ) stake by 10% in Q2 2026, selling an estimated $45.6K and leaving 2,709 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #447.

Stratos Wealth Advisors first reported a position in STZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $751K in Q3 2024. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Stratos Wealth Advisors held 2,709 shares of Constellation Brands worth $377K as of Q2 2026.
  • Stratos Wealth Advisors sold 307 Constellation Brands shares in Q2 2026, an estimated $45.6K.
  • Constellation Brands made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #447 holding.
  • Stratos Wealth Advisors first reported a position in Constellation Brands in Q3 2020 and has held it in 24 quarters since.
  • Stratos Wealth Advisors's Constellation Brands position peaked at $751K in Q3 2024.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.