Toth Financial Advisory’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 | $692K | Sell |
4,976
-319
| -6% | -$47.4K | 0.07% | 161 |
|
|
2026
Q1 | $794K | Sell |
5,295
-32
| -0.6% | -$4.94K | 0.09% | 143 |
|
|
2025
Q4 | $735K | Sell |
5,327
-3,037
| -36% | -$417K | 0.08% | 151 |
|
|
2025
Q3 | $1.13M | Sell |
8,364
-2,918
| -26% | -$464K | 0.12% | 129 |
|
|
2025
Q2 | $1.84M | Sell |
11,282
-3,913
| -26% | -$702K | 0.21% | 100 |
|
|
2025
Q1 | $2.79M | Sell |
15,195
-3,730
| -20% | -$678K | 0.34% | 87 |
|
|
2024
Q4 | $4.18M | Buy |
18,925
+165
| +0.9% | +$39.2K | 0.49% | 73 |
|
|
2024
Q3 | $4.83M | Buy |
18,760
+305
| +2% | +$75.6K | 0.57% | 64 |
|
|
2024
Q2 | $4.75M | Buy |
18,455
+1,009
| +6% | +$260K | 0.6% | 60 |
|
|
2024
Q1 | $4.74M | Buy |
17,446
+1,336
| +8% | +$338K | 0.59% | 62 |
|
|
2023
Q4 | $3.89M | Sell |
16,110
-127
| -0.8% | -$30.2K | 0.53% | 65 |
|
|
2023
Q3 | $4.08M | Buy |
16,237
+44
| +0.3% | +$11.5K | 0.62% | 60 |
|
|
2023
Q2 | $3.99M | Buy |
16,193
+99
| +0.6% | +$23.2K | 0.58% | 66 |
|
|
2023
Q1 | $3.64M | Sell |
16,094
-1,091
| -6% | -$243K | 0.57% | 66 |
|
|
2022
Q4 | $3.98M | Sell |
17,185
-20
| -0.1% | -$4.79K | 0.65% | 59 |
|
|
2022
Q3 | $3.95M | Buy |
17,205
+1,625
| +10% | +$396K | 0.72% | 56 |
|
|
2022
Q2 | $3.63M | Buy |
15,580
+2,040
| +15% | +$496K | 0.63% | 60 |
|
|
2022
Q1 | $3.12M | Sell |
13,540
-181
| -1% | -$41.8K | 0.47% | 71 |
|
|
2021
Q4 | $3.44M | Sell |
13,721
-653
| -5% | -$149K | 0.47% | 71 |
|
|
2021
Q3 | $3.03M | Sell |
14,374
-280
| -2% | -$61.1K | 0.46% | 70 |
|
|
2021
Q2 | $3.43M | Buy |
14,654
+388
| +3% | +$91.1K | 0.52% | 66 |
|
|
2021
Q1 | $3.25M | Buy |
14,266
+1,114
| +8% | +$251K | 0.52% | 66 |
|
|
2020
Q4 | $2.88M | Buy |
13,152
+2,469
| +23% | +$485K | 0.49% | 67 |
|
|
2020
Q3 | $2.02M | Buy |
10,683
+5,272
| +97% | +$962K | 0.39% | 72 |
|
|
2020
Q2 | $947K | Buy |
5,411
+343
| +7% | +$57.1K | 0.21% | 95 |
|
|
2020
Q1 | $726K | Buy |
5,068
+457
| +10% | +$80.6K | 0.21% | 91 |
|
|
2019
Q4 | $875K | Sell |
4,611
-1,307
| -22% | -$247K | 0.18% | 95 |
|
|
2019
Q3 | $1.23M | Buy |
5,918
+2,828
| +92% | +$568K | 0.27% | 76 |
|
|
2019
Q2 | $608K | Buy |
3,090
+1,614
| +109% | +$315K | 0.14% | 95 |
|
|
2019
Q1 | $259K | Sell |
1,476
-364
| -20% | -$61.3K | 0.06% | 144 |
|
|
2018
Q4 | $296K | Buy |
1,840
+982
| +114% | +$195K | 0.08% | 117 |
|
|
2018
Q3 | $185K | Buy |
858
+183
| +27% | +$38.9K | 0.04% | 157 |
|
|
2018
Q2 | $148K | Buy |
675
+632
| +1,470% | +$143K | 0.03% | 156 |
|
|
2018
Q1 | $10K | Buy |
43
+15
| +54% | +$3.3K | ﹤0.01% | 319 |
|
|
2017
Q4 | $6K | Buy |
+28
| New | +$6.05K | ﹤0.01% | 352 |
|
Other funds holding STZ
Toth Financial Advisory's STZ Position: Q2 2026 in Review
Toth Financial Advisory reduced its Constellation Brands (STZ) stake by 6% in Q2 2026, selling an estimated $47.4K and leaving 4,976 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #161.
Toth Financial Advisory first reported a position in STZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.83M in Q3 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Toth Financial Advisory held 4,976 shares of Constellation Brands worth $692K as of Q2 2026.
- Toth Financial Advisory sold 319 Constellation Brands shares in Q2 2026, an estimated $47.4K.
- Constellation Brands made up 0.07% of Toth Financial Advisory's portfolio in Q2 2026, its #161 holding.
- Toth Financial Advisory first reported a position in Constellation Brands in Q4 2017 and has held it in 35 quarters since.
- Toth Financial Advisory's Constellation Brands position peaked at $4.83M in Q3 2024.
- 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.