Valeo 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 | $673K | Buy |
4,842
+436
| +10% | +$64.8K | 0.01% | 378 |
|
|
2026
Q1 | $661K | Sell |
4,406
-2,178
| -33% | -$336K | 0.02% | 344 |
|
|
2025
Q4 | $908K | Sell |
6,584
-818
| -11% | -$112K | 0.02% | 323 |
|
|
2025
Q3 | $997K | Sell |
7,402
-4,986
| -40% | -$793K | 0.02% | 306 |
|
|
2025
Q2 | $2.02M | Sell |
12,388
-1,330
| -10% | -$239K | 0.05% | 168 |
|
|
2025
Q1 | $2.52M | Buy |
13,718
+699
| +5% | +$127K | 0.07% | 129 |
|
|
2024
Q4 | $2.88M | Sell |
13,019
-1,434
| -10% | -$341K | 0.08% | 115 |
|
|
2024
Q3 | $3.72M | Sell |
14,453
-1,395
| -9% | -$346K | 0.11% | 96 |
|
|
2024
Q2 | $4.08M | Sell |
15,848
-621
| -4% | -$160K | 0.13% | 82 |
|
|
2024
Q1 | $4.31M | Buy |
16,469
+638
| +4% | +$161K | 0.15% | 70 |
|
|
2023
Q4 | $3.83M | Buy |
15,831
+95
| +0.6% | +$22.6K | 0.15% | 81 |
|
|
2023
Q3 | $3.95M | Sell |
15,736
-16,147
| -51% | -$4.22M | 0.18% | 71 |
|
|
2023
Q2 | $4.22M | Buy |
31,883
+58
| +0.2% | +$13.6K | 0.19% | 68 |
|
|
2023
Q1 | $3.87M | Buy |
31,825
+1,355
| +4% | +$302K | 0.19% | 76 |
|
|
2022
Q4 | $3.65M | Buy |
30,470
+1,619
| +6% | +$388K | 0.2% | 69 |
|
|
2022
Q3 | $3.25M | Buy |
28,851
+14,895
| +107% | +$3.63M | 0.21% | 65 |
|
|
2022
Q2 | $3.25M | Buy |
13,956
+52
| +0.4% | +$12.7K | 0.2% | 70 |
|
|
2022
Q1 | $3.2M | Buy |
13,904
+576
| +4% | +$133K | 0.16% | 85 |
|
|
2021
Q4 | $3.35M | Sell |
13,328
-615
| -4% | -$140K | 0.18% | 74 |
|
|
2021
Q3 | $2.94M | Buy |
13,943
+797
| +6% | +$174K | 0.17% | 86 |
|
|
2021
Q2 | $3.08M | Buy |
13,146
+141
| +1% | +$33.1K | 0.19% | 79 |
|
|
2021
Q1 | $2.96M | Sell |
13,005
-79,237
| -86% | -$17.9M | 0.14% | 88 |
|
|
2020
Q4 | $3.04M | Buy |
92,242
+78,051
| +550% | +$15.3M | 0.16% | 75 |
|
|
2020
Q3 | $2.69M | Sell |
14,191
-744
| -5% | -$136K | 0.24% | 65 |
|
|
2020
Q2 | $2.61M | Buy |
14,935
+1,228
| +9% | +$205K | 0.24% | 64 |
|
|
2020
Q1 | $2.28M | Buy |
13,707
+980
| +8% | +$173K | 0.24% | 64 |
|
|
2019
Q4 | $2.42M | Buy |
12,727
+486
| +4% | +$91.8K | 0.23% | 67 |
|
|
2019
Q3 | $2.54M | Sell |
12,241
-531
| -4% | -$107K | 0.28% | 57 |
|
|
2019
Q2 | $2.52M | Buy |
12,772
+2,071
| +19% | +$404K | 0.29% | 60 |
|
|
2019
Q1 | $1.88M | Buy |
10,701
+9,599
| +871% | +$1.62M | 0.23% | 73 |
|
|
2018
Q4 | $177K | Buy |
1,102
+529
| +92% | +$105K | 0.02% | 274 |
|
|
2018
Q3 | $114K | Buy |
573
+139
| +32% | +$29.6K | 0.02% | 376 |
|
|
2018
Q2 | $93K | Sell |
434
-679
| -61% | -$153K | 0.01% | 409 |
|
|
2018
Q1 | $254K | Buy |
1,113
+175
| +19% | +$38.5K | 0.04% | 224 |
|
|
2017
Q4 | $214K | Buy |
938
+172
| +22% | +$37.2K | 0.04% | 237 |
|
|
2017
Q3 | $153K | Buy |
+766
| New | +$152K | 0.03% | 229 |
|
Other funds holding STZ
Valeo Financial Advisors's STZ Position: Q2 2026 in Review
Valeo Financial Advisors increased its Constellation Brands (STZ) stake by 9.9% in Q2 2026, buying an estimated $64.8K and bringing the position to 4,842 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #378.
Valeo Financial Advisors first reported a position in STZ in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.31M in Q1 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Valeo Financial Advisors held 4,842 shares of Constellation Brands worth $673K as of Q2 2026.
- Valeo Financial Advisors bought 436 Constellation Brands shares in Q2 2026, an estimated $64.8K.
- Constellation Brands made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #378 holding.
- Valeo Financial Advisors first reported a position in Constellation Brands in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Constellation Brands position peaked at $4.31M in Q1 2024.
- 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.