United Capital Financial Advisors’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 | $803K | Sell |
5,774
-1,764
| -23% | -$262K | ﹤0.01% | 892 |
|
|
2026
Q1 | $1.13M | Buy |
7,538
+929
| +14% | +$144K | 0.01% | 714 |
|
|
2025
Q4 | $912K | Buy |
6,609
+5,046
| +323% | +$692K | 0.01% | 767 |
|
|
2025
Q3 | $211K | Sell |
1,563
-1,311
| -46% | -$209K | ﹤0.01% | 1144 |
|
|
2025
Q2 | $468K | Sell |
2,874
-3,455
| -55% | -$620K | ﹤0.01% | 804 |
|
|
2025
Q1 | $1.16M | Buy |
6,329
+2,414
| +62% | +$439K | 0.01% | 534 |
|
|
2024
Q4 | $865K | Sell |
3,915
-580
| -13% | -$138K | 0.01% | 589 |
|
|
2024
Q3 | $1.16M | Sell |
4,495
-447
| -9% | -$111K | 0.01% | 509 |
|
|
2024
Q2 | $1.27M | Sell |
4,942
-441
| -8% | -$113K | 0.01% | 480 |
|
|
2024
Q1 | $1.46M | Sell |
5,383
-111
| -2% | -$28.1K | 0.01% | 485 |
|
|
2023
Q4 | $1.33M | Buy |
5,494
+4,161
| +312% | +$990K | 0.01% | 494 |
|
|
2023
Q3 | $335K | Buy |
1,333
+148
| +12% | +$38.6K | ﹤0.01% | 711 |
|
|
2023
Q2 | $292K | Sell |
1,185
-998
| -46% | -$234K | ﹤0.01% | 776 |
|
|
2023
Q1 | $493K | Buy |
2,183
+289
| +15% | +$64.3K | ﹤0.01% | 724 |
|
|
2022
Q4 | $439K | Buy |
1,894
+452
| +31% | +$108K | ﹤0.01% | 782 |
|
|
2022
Q3 | $331K | Sell |
1,442
-212
| -13% | -$51.7K | ﹤0.01% | 879 |
|
|
2022
Q2 | $385K | Buy |
1,654
+102
| +7% | +$24.8K | ﹤0.01% | 869 |
|
|
2022
Q1 | $357K | Buy |
1,552
+44
| +3% | +$10.2K | ﹤0.01% | 940 |
|
|
2021
Q4 | $379K | Buy |
1,508
+67
| +5% | +$15.3K | ﹤0.01% | 944 |
|
|
2021
Q3 | $304K | Sell |
1,441
-193
| -12% | -$42.1K | ﹤0.01% | 1002 |
|
|
2021
Q2 | $382K | Sell |
1,634
-211
| -11% | -$49.5K | ﹤0.01% | 958 |
|
|
2021
Q1 | $421K | Buy |
1,845
+73
| +4% | +$16.5K | ﹤0.01% | 895 |
|
|
2020
Q4 | $388K | Buy |
1,772
+108
| +6% | +$21.2K | ﹤0.01% | 921 |
|
|
2020
Q3 | $315K | Sell |
1,664
-45
| -3% | -$8.21K | ﹤0.01% | 947 |
|
|
2020
Q2 | $299K | Sell |
1,709
-173
| -9% | -$28.8K | ﹤0.01% | 1004 |
|
|
2020
Q1 | $270K | Sell |
1,882
-2,329
| -55% | -$411K | ﹤0.01% | 998 |
|
|
2019
Q4 | $799K | Buy |
4,211
+604
| +17% | +$114K | 0.01% | 854 |
|
|
2019
Q3 | $748K | Sell |
3,607
-8,660
| -71% | -$1.74M | 0.01% | 832 |
|
|
2019
Q2 | $2.42M | Buy |
12,267
+3,361
| +38% | +$656K | 0.02% | 567 |
|
|
2019
Q1 | $1.56M | Buy |
8,906
+1,776
| +25% | +$299K | 0.01% | 655 |
|
|
2018
Q4 | $1.15M | Buy |
7,130
+22
| +0.3% | +$4.37K | 0.01% | 676 |
|
|
2018
Q3 | $1.53M | Sell |
7,108
-25
| -0.4% | -$5.32K | 0.01% | 666 |
|
|
2018
Q2 | $1.56M | Sell |
7,133
-689
| -9% | -$156K | 0.01% | 651 |
|
|
2018
Q1 | $1.73M | Buy |
7,822
+508
| +7% | +$112K | 0.01% | 634 |
|
|
2017
Q4 | $1.67M | Sell |
7,314
-4,061
| -36% | -$878K | 0.01% | 643 |
|
|
2017
Q3 | $2.27M | Buy |
11,375
+807
| +8% | +$160K | 0.02% | 545 |
|
|
2017
Q2 | $2.05M | Buy |
10,568
+1,455
| +16% | +$259K | 0.02% | 567 |
|
|
2017
Q1 | $1.48M | Buy |
9,113
+797
| +10% | +$124K | 0.01% | 639 |
|
|
2016
Q4 | $1.27M | Buy |
8,316
+1,617
| +24% | +$257K | 0.01% | 679 |
|
|
2016
Q3 | $1.11M | Buy |
6,699
+3,312
| +98% | +$546K | 0.01% | 744 |
|
|
2016
Q2 | $559K | Sell |
3,387
-483
| -12% | -$75.6K | 0.01% | 883 |
|
|
2016
Q1 | $596K | Buy |
3,870
+1,216
| +46% | +$176K | 0.01% | 827 |
|
|
2015
Q4 | $378K | Buy |
2,654
+314
| +13% | +$43.2K | ﹤0.01% | 958 |
|
|
2015
Q3 | $293K | Buy |
+2,340
| New | +$289K | ﹤0.01% | 1064 |
|
|
2015
Q2 | – | Sell |
-1,940
| Closed | -$225K | – | 1311 |
|
|
2015
Q1 | $225K | Buy |
+1,940
| New | +$218K | ﹤0.01% | 1149 |
|
Other funds holding STZ
United Capital Financial Advisors's STZ Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Constellation Brands (STZ) stake by 23% in Q2 2026, selling an estimated $262K and leaving 5,774 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #892.
United Capital Financial Advisors first reported a position in STZ in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.42M in Q2 2019. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- United Capital Financial Advisors held 5,774 shares of Constellation Brands worth $803K as of Q2 2026.
- United Capital Financial Advisors sold 1,764 Constellation Brands shares in Q2 2026, an estimated $262K.
- Constellation Brands made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #892 holding.
- United Capital Financial Advisors first reported a position in Constellation Brands in Q1 2015 and has held it in 45 quarters since.
- United Capital Financial Advisors's Constellation Brands position peaked at $2.42M in Q2 2019.
- 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.