WestEnd Advisors’s Constellation Brands STZ Stock Holding History

WestEnd 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	–	Sell	-6	Closed	-$900	–	442
2026 Q1	$900	Hold	6	–	–	﹤0.01%	244
2025 Q4	$828	Hold	6	–	–	﹤0.01%	258
2025 Q3	$808	Hold	6	–	–	﹤0.01%	261
2025 Q2	$976	Hold	6	–	–	﹤0.01%	213
2025 Q1	$1.1K	Buy	6 +4	+200%	+$727	﹤0.01%	202
2024 Q4	$442	Hold	2	–	–	﹤0.01%	188
2024 Q3	$515	Buy	2 +1	+100%	+$248	﹤0.01%	169
2024 Q2	$257	Hold	1	–	–	﹤0.01%	237
2024 Q1	$272	Sell	1 -2	-67%	-$506	﹤0.01%	219
2023 Q4	$725	Buy	3 +1	+50%	+$238	﹤0.01%	128
2023 Q3	$503	Buy	+2	New	+$522	﹤0.01%	152
2023 Q1	–	Sell	-2	Closed	-$445	–	157
2022 Q4	$464	Hold	2	–	–	﹤0.01%	151
2022 Q3	$0	Buy	+2	New	+$487	﹤0.01%	306

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

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

WestEnd Advisors's STZ Position: Q2 2026 in Review

WestEnd Advisors sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 6 shares — an estimated $900 sold.

WestEnd Advisors first reported a position in STZ in Q3 2022 and held it in 13 quarters. The position peaked at $1.1K in Q1 2025. 267 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

WestEnd Advisors reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
WestEnd Advisors sold 6 Constellation Brands shares in Q2 2026, an estimated $900.
WestEnd Advisors first reported a position in Constellation Brands in Q3 2022 and held it in 13 quarters.
WestEnd Advisors's Constellation Brands position peaked at $1.1K in Q1 2025.
267 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.