WealthPlan Investment Management’s Constellation Brands STZ Stock Holding History

WealthPlan Investment Management’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	$1.12M	Sell	8,061 -2,732	-25%	-$406K	0.06%	223
2026 Q1	$1.62M	Sell	10,793 -5,722	-35%	-$884K	0.09%	176
2025 Q4	$2.28M	Sell	16,515 -18,431	-53%	-$2.53M	0.15%	128
2025 Q3	$4.71M	Sell	34,946 -1,981	-5%	-$315K	0.31%	89
2025 Q2	$6.01M	Buy	36,927 +1,646	+5%	+$295K	0.44%	75
2025 Q1	$6.47M	Buy	35,281 +5,124	+17%	+$931K	0.64%	62
2024 Q4	$6.66M	Sell	30,157 -3	-0%	-$713	0.66%	59
2024 Q3	$7.77M	Buy	30,160 +6,867	+29%	+$1.7M	0.79%	46
2024 Q2	$5.99M	Buy	23,293 +635	+3%	+$163K	0.91%	46
2024 Q1	$6.16M	Buy	22,658 +637	+3%	+$161K	0.94%	44
2023 Q4	$5.32M	Sell	22,021 -503	-2%	-$120K	0.85%	49
2023 Q3	$5.66M	Buy	22,524 +13,209	+142%	+$3.45M	1%	46
2023 Q2	$2.29M	Sell	9,315 -12,685	-58%	-$2.97M	0.68%	54
2023 Q1	$4.97M	Sell	22,000 -15,259	-41%	-$3.4M	0.86%	47
2022 Q4	$8.52M	Sell	37,259 -1,360	-4%	-$326K	0.6%	52
2022 Q3	$9.53M	Buy	+38,619	New	+$9.41M	0.7%	52
2022 Q1	$9.72M	Buy	+39,488	New	+$9.12M	0.67%	55

Other funds holding STZ

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) 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

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WealthPlan Investment Management's STZ Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Constellation Brands (STZ) stake by 25% in Q2 2026, selling an estimated $406K and leaving 8,061 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #223.

WealthPlan Investment Management first reported a position in STZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.72M in Q1 2022. 330 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

WealthPlan Investment Management held 8,061 shares of Constellation Brands worth $1.12M as of Q2 2026.
WealthPlan Investment Management sold 2,732 Constellation Brands shares in Q2 2026, an estimated $406K.
Constellation Brands made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #223 holding.
WealthPlan Investment Management first reported a position in Constellation Brands in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's Constellation Brands position peaked at $9.72M in Q1 2022.
330 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.