Washington Trust Advisors’s Constellation Brands STZ Stock Holding History

Washington Trust 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	$17.4K	Sell	125 -9	-7%	-$1.34K	﹤0.01%	467
2026 Q1	$20.1K	Buy	134 +9	+7%	+$1.39K	﹤0.01%	431
2025 Q4	$17.2K	Hold	125	–	–	﹤0.01%	451
2025 Q3	$16.8K	Hold	125	–	–	﹤0.01%	459
2025 Q2	$20.3K	Hold	125	–	–	﹤0.01%	399
2025 Q1	$22.9K	Hold	125	–	–	﹤0.01%	386
2024 Q4	$27.6K	Hold	125	–	–	﹤0.01%	380
2024 Q3	$32.2K	Hold	125	–	–	﹤0.01%	370
2024 Q2	$32.2K	Buy	+125	New	+$32.1K	﹤0.01%	361
2023 Q2	–	Sell	-14	Closed	-$3.16K	–	762
2023 Q1	$3.16K	Hold	14	–	–	﹤0.01%	680
2022 Q4	$3.24K	Sell	14 -92	-87%	-$22K	﹤0.01%	670
2022 Q3	$24K	Buy	106 +1	+1%	+$244	﹤0.01%	491
2022 Q2	$24K	Sell	105 -3	-3%	-$730	﹤0.01%	513
2022 Q1	$25K	Sell	108 -398	-79%	-$91.9K	﹤0.01%	563
2021 Q4	$127K	Buy	+506	New	+$115K	0.01%	320

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's STZ Position: Q2 2026 in Review

Washington Trust Advisors reduced its Constellation Brands (STZ) stake by 6.7% in Q2 2026, selling an estimated $1.34K and leaving 125 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Washington Trust Advisors first reported a position in STZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $127K in Q4 2021. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Washington Trust Advisors held 125 shares of Constellation Brands worth $17.4K as of Q2 2026.
Washington Trust Advisors sold 9 Constellation Brands shares in Q2 2026, an estimated $1.34K.
Constellation Brands made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #467 holding.
Washington Trust Advisors first reported a position in Constellation Brands in Q4 2021 and has held it in 15 quarters since.
Washington Trust Advisors's Constellation Brands position peaked at $127K in Q4 2021.
1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.