WealthPLAN 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 | $229K | Sell |
1,645
-3,945
| -71% | -$586K | 0.04% | 204 |
|
|
2026
Q1 | $838K | Sell |
5,590
-2,244
| -29% | -$347K | 0.16% | 123 |
|
|
2025
Q4 | $1.08M | Sell |
7,834
-836
| -10% | -$115K | 0.16% | 124 |
|
|
2025
Q3 | $1.17M | Buy |
8,670
+902
| +12% | +$143K | 0.18% | 118 |
|
|
2025
Q2 | $1.26M | Sell |
7,768
-3,856
| -33% | -$692K | 0.2% | 108 |
|
|
2025
Q1 | $2.13M | Buy |
11,624
+1,875
| +19% | +$341K | 0.3% | 87 |
|
|
2024
Q4 | $2.15M | Sell |
9,749
-2,850
| -23% | -$677K | 0.31% | 84 |
|
|
2024
Q3 | $3.25M | Sell |
12,599
-4,556
| -27% | -$1.13M | 0.44% | 70 |
|
|
2024
Q2 | $4.41M | Buy |
17,155
+1,274
| +8% | +$328K | 0.47% | 59 |
|
|
2024
Q1 | $4.32M | Buy |
15,881
+1,308
| +9% | +$331K | 0.45% | 74 |
|
|
2023
Q4 | $3.52M | Buy |
14,573
+371
| +3% | +$88.2K | 0.36% | 82 |
|
|
2023
Q3 | $3.57M | Buy |
14,202
+6,715
| +90% | +$1.75M | 0.41% | 68 |
|
|
2023
Q2 | $1.84M | Sell |
7,487
-7,052
| -49% | -$1.65M | 0.26% | 95 |
|
|
2023
Q1 | $3.28M | Sell |
14,539
-22,365
| -61% | -$4.98M | 0.37% | 68 |
|
|
2022
Q4 | $8.33M | Buy |
+36,904
| New | +$8.83M | 0.58% | 54 |
|
|
2022
Q1 | $9.72M | Sell |
39,488
-3,172
| -7% | -$732K | 0.67% | 55 |
|
|
2021
Q4 | $10.1M | Buy |
42,660
+1,469
| +4% | +$335K | 0.67% | 54 |
|
|
2021
Q3 | $9.63M | Buy |
41,191
+583
| +1% | +$127K | 0.64% | 54 |
|
|
2021
Q2 | $8.67M | Buy |
40,608
+2,703
| +7% | +$635K | 0.61% | 59 |
|
|
2021
Q1 | $9.1M | Buy |
37,905
+557
| +1% | +$126K | 0.71% | 52 |
|
|
2020
Q4 | $8.35M | Sell |
37,348
-2,081
| -5% | -$409K | 0.71% | 48 |
|
|
2020
Q3 | $7.68M | Buy |
39,429
+4,081
| +12% | +$744K | 0.75% | 43 |
|
|
2020
Q2 | $6.24M | Buy |
35,348
+5,190
| +17% | +$864K | 0.65% | 50 |
|
|
2020
Q1 | $4.76M | Buy |
30,158
+6,896
| +30% | +$1.22M | 0.62% | 53 |
|
|
2019
Q4 | $4.62M | Buy |
23,262
+4,251
| +22% | +$803K | 0.55% | 56 |
|
|
2019
Q3 | $3.5M | Buy |
19,011
+1,596
| +9% | +$320K | 0.48% | 63 |
|
|
2019
Q2 | $3.42M | Buy |
17,415
+13,196
| +313% | +$2.58M | 0.52% | 59 |
|
|
2019
Q1 | $865K | Buy |
+4,219
| New | +$711K | 0.14% | 119 |
|
|
2018
Q3 | – | Sell |
-1,081
| Closed | -$237K | – | 286 |
|
|
2018
Q2 | $237K | Sell |
1,081
-106
| -9% | -$23.9K | 0.05% | 221 |
|
|
2018
Q1 | $270K | Buy |
1,187
+52
| +5% | +$11.5K | 0.06% | 221 |
|
|
2017
Q4 | $259K | Buy |
+1,135
| New | +$245K | 0.07% | 175 |
|
|
2016
Q3 | $65.1K | Sell |
392
-51
| -12% | -$8.41K | 0.02% | 294 |
|
|
2016
Q2 | $64.8K | Buy |
+443
| New | +$69.4K | 0.01% | 791 |
|
|
2015
Q4 | $48.5K | Buy |
+340
| New | +$46.8K | 0.01% | 631 |
|
|
2015
Q2 | – | Sell |
-340
| Closed | -$41K | – | 499 |
|
|
2015
Q1 | $41K | Buy |
+340
| New | +$38.3K | 0.02% | 260 |
|
Other funds holding STZ
WealthPLAN Partners's STZ Position: Q2 2026 in Review
WealthPLAN Partners reduced its Constellation Brands (STZ) stake by 71% in Q2 2026, selling an estimated $586K and leaving 1,645 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #204.
WealthPLAN Partners first reported a position in STZ in Q1 2015 and has held it in 35 quarters since. The position peaked at $10.1M in Q4 2021. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- WealthPLAN Partners held 1,645 shares of Constellation Brands worth $229K as of Q2 2026.
- WealthPLAN Partners sold 3,945 Constellation Brands shares in Q2 2026, an estimated $586K.
- Constellation Brands made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #204 holding.
- WealthPLAN Partners first reported a position in Constellation Brands in Q1 2015 and has held it in 35 quarters since.
- WealthPLAN Partners's Constellation Brands position peaked at $10.1M in Q4 2021.
- 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.