Transamerica Financial Advisors’s Constellation Brands STZ Stock Holding History

Transamerica Financial 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	$123K	Sell	887 -38	-4%	-$5.65K	0.01%	529
2026 Q1	$139K	Buy	925 +416	+82%	+$64.3K	0.01%	456
2025 Q4	$70.2K	Buy	509 +34	+7%	+$4.67K	0.01%	501
2025 Q3	$63.9K	Buy	475 +443	+1,384%	+$70.5K	0.01%	452
2025 Q2	$5.18K	Buy	+32	New	+$5.74K	﹤0.01%	360
2023 Q4	–	Sell	-42	Closed	-$11K	–	653
2023 Q3	$11K	Hold	42	–	–	﹤0.01%	328
2023 Q2	$11K	Hold	42	–	–	﹤0.01%	310
2023 Q1	$10K	Buy	42 +41	+4,100%	+$9.12K	﹤0.01%	321
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	645
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	605
2022 Q2	$1K	Buy	+1	New	+$243	﹤0.01%	612
2020 Q3	–	Sell	-60	Closed	-$11K	–	449
2020 Q2	$11K	Buy	+60	New	+$9.99K	﹤0.01%	247
2015 Q2	–	Sell	-8	Closed	-$1K	–	930
2015 Q1	$1K	Buy	+8	New	+$900	﹤0.01%	847

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Transamerica Financial Advisors's STZ Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Constellation Brands (STZ) stake by 4.1% in Q2 2026, selling an estimated $5.65K and leaving 887 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #529.

Transamerica Financial Advisors first reported a position in STZ in Q1 2015 and has held it in 13 quarters since. The position peaked at $139K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Transamerica Financial Advisors held 887 shares of Constellation Brands worth $123K as of Q2 2026.
Transamerica Financial Advisors sold 38 Constellation Brands shares in Q2 2026, an estimated $5.65K.
Constellation Brands made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #529 holding.
Transamerica Financial Advisors first reported a position in Constellation Brands in Q1 2015 and has held it in 13 quarters since.
Transamerica Financial Advisors's Constellation Brands position peaked at $139K in Q1 2026.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.