Wealthcare Advisory Partners’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 | $231K | Buy |
1,663
+29
| +2% | +$4.31K | ﹤0.01% | 985 |
|
|
2026
Q1 | $245K | Sell |
1,634
-168
| -9% | -$26K | ﹤0.01% | 950 |
|
|
2025
Q4 | $249K | Buy |
1,802
+159
| +10% | +$21.8K | ﹤0.01% | 948 |
|
|
2025
Q3 | $221K | Sell |
1,643
-350
| -18% | -$55.7K | ﹤0.01% | 945 |
|
|
2025
Q2 | $324K | Buy |
1,993
+112
| +6% | +$20.1K | 0.01% | 767 |
|
|
2025
Q1 | $345K | Sell |
1,881
-2,317
| -55% | -$421K | 0.01% | 696 |
|
|
2024
Q4 | $928K | Sell |
4,198
-661
| -14% | -$157K | 0.03% | 436 |
|
|
2024
Q3 | $1.25M | Buy |
4,859
+266
| +6% | +$65.9K | 0.04% | 366 |
|
|
2024
Q2 | $1.18M | Buy |
4,593
+755
| +20% | +$194K | 0.04% | 342 |
|
|
2024
Q1 | $1.04M | Buy |
3,838
+207
| +6% | +$52.4K | 0.03% | 345 |
|
|
2023
Q4 | $878K | Buy |
3,631
+1,500
| +70% | +$357K | 0.03% | 348 |
|
|
2023
Q3 | $536K | Sell |
2,131
-65
| -3% | -$17K | 0.02% | 417 |
|
|
2023
Q2 | $540K | Sell |
2,196
-152
| -6% | -$35.6K | 0.02% | 429 |
|
|
2023
Q1 | $530K | Sell |
2,348
-68
| -3% | -$15.1K | 0.02% | 441 |
|
|
2022
Q4 | $560K | Buy |
2,416
+137
| +6% | +$32.8K | 0.03% | 394 |
|
|
2022
Q3 | $524K | Buy |
2,279
+1,054
| +86% | +$257K | 0.03% | 353 |
|
|
2022
Q2 | $285K | Buy |
1,225
+170
| +16% | +$41.4K | 0.02% | 441 |
|
|
2022
Q1 | $243K | Sell |
1,055
-296
| -22% | -$68.4K | 0.01% | 475 |
|
|
2021
Q4 | $339K | Sell |
1,351
-71
| -5% | -$16.2K | 0.02% | 411 |
|
|
2021
Q3 | $300K | Sell |
1,422
-448
| -24% | -$97.8K | 0.02% | 413 |
|
|
2021
Q2 | $437K | Sell |
1,870
-3
| -0.2% | -$704 | 0.03% | 342 |
|
|
2021
Q1 | $427K | Buy |
1,873
+216
| +13% | +$48.7K | 0.03% | 322 |
|
|
2020
Q4 | $363K | Buy |
+1,657
| New | +$326K | 0.03% | 292 |
|
|
2020
Q2 | – | Sell |
-235
| Closed | -$34K | – | 1220 |
|
|
2020
Q1 | $34K | Sell |
235
-71
| -23% | -$12.5K | 0.01% | 592 |
|
|
2019
Q4 | $58K | Buy |
306
+80
| +35% | +$15.1K | 0.01% | 519 |
|
|
2019
Q3 | $47K | Buy |
226
+1
| +0.4% | +$201 | 0.01% | 545 |
|
|
2019
Q2 | $44K | Buy |
225
+160
| +246% | +$31.2K | 0.01% | 543 |
|
|
2019
Q1 | $11K | Hold |
65
| – | – | ﹤0.01% | 797 |
|
|
2018
Q4 | $10K | Hold |
65
| – | – | ﹤0.01% | 793 |
|
|
2018
Q3 | $14K | Hold |
65
| – | – | ﹤0.01% | 766 |
|
|
2018
Q2 | $14K | Buy |
65
+1
| +2% | +$226 | ﹤0.01% | 755 |
|
|
2018
Q1 | $15K | Hold |
64
| – | – | ﹤0.01% | 652 |
|
|
2017
Q4 | $15K | Buy |
64
+14
| +28% | +$3.03K | ﹤0.01% | 596 |
|
|
2017
Q3 | $10K | Buy |
+50
| New | +$9.9K | ﹤0.01% | 553 |
|
Other funds holding STZ
FWIA
ORIO
CIM
AAMU
DIA
AV
MAA
MIM
Wealthcare Advisory Partners's STZ Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its Constellation Brands (STZ) stake by 1.8% in Q2 2026, buying an estimated $4.31K and bringing the position to 1,663 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #985.
Wealthcare Advisory Partners first reported a position in STZ in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.25M in Q3 2024. 193 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Wealthcare Advisory Partners held 1,663 shares of Constellation Brands worth $231K as of Q2 2026.
- Wealthcare Advisory Partners bought 29 Constellation Brands shares in Q2 2026, an estimated $4.31K.
- Constellation Brands made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #985 holding.
- Wealthcare Advisory Partners first reported a position in Constellation Brands in Q3 2017 and has held it in 34 quarters since.
- Wealthcare Advisory Partners's Constellation Brands position peaked at $1.25M in Q3 2024.
- 193 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.