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Valued Wealth Advisors’s Constellation Brands STZ Stock Holding History

Valued 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 		$418 Sell
3
-4
-57% -$595 ﹤0.01% 857
2026
Q1 		$1.05K Buy
+7
New +$1.08K ﹤0.01% 622

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Valued Wealth Advisors reduced its Constellation Brands (STZ) stake by 57% in Q2 2026, selling an estimated $595 and leaving 3 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Valued Wealth Advisors first reported a position in STZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.05K in Q1 2026. 267 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Valued Wealth Advisors held 3 shares of Constellation Brands worth $418 as of Q2 2026.
  • Valued Wealth Advisors sold 4 Constellation Brands shares in Q2 2026, an estimated $595.
  • Constellation Brands made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #857 holding.
  • Valued Wealth Advisors first reported a position in Constellation Brands in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Constellation Brands position peaked at $1.05K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.