WJWM
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Williams Jones Wealth Management’s Constellation Brands STZ Stock Holding History

Williams Jones Wealth 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 		$763K Buy
5,488
+24
+0.4% +$3.57K 0.01% 308
2026
Q1 		$820K Sell
5,464
-9
-0.2% -$1.39K 0.01% 291
2025
Q4 		$755K Sell
5,473
-174
-3% -$23.9K 0.01% 296
2025
Q3 		$760K Sell
5,647
-646
-10% -$103K 0.01% 294
2025
Q2 		$1.02M Buy
6,293
+646
+11% +$116K 0.01% 253
2025
Q1 		$1.04M Sell
5,647
-25
-0.4% -$4.54K 0.01% 242
2024
Q4 		$1.25M Sell
5,672
-506
-8% -$120K 0.02% 228
2024
Q3 		$1.59M Sell
6,178
-80
-1% -$19.8K 0.02% 214
2024
Q2 		$1.61M Sell
6,258
-45
-0.7% -$11.6K 0.02% 214
2024
Q1 		$1.71M Sell
6,303
-215
-3% -$54.4K 0.02% 209
2023
Q4 		$1.58M Sell
6,518
-225
-3% -$53.5K 0.02% 213
2023
Q3 		$1.69M Hold
6,743
– – 0.03% 203
2023
Q2 		$1.66M Hold
6,743
– – 0.02% 211
2023
Q1 		$1.52M Sell
6,743
-8
-0.1% -$1.78K 0.02% 226
2022
Q4 		$1.56M Sell
6,751
-5
-0.1% -$1.2K 0.03% 223
2022
Q3 		$1.55M Sell
6,756
-52
-0.8% -$12.7K 0.03% 224
2022
Q2 		$1.59M Buy
6,808
+5,747
+542% +$1.4M 0.03% 224
2022
Q1 		$244K Buy
1,061
+185
+21% +$42.7K ﹤0.01% 449
2021
Q4 		$220K Sell
876
-198
-18% -$45.1K ﹤0.01% 450
2021
Q3 		$226K Buy
1,074
+189
+21% +$41.3K ﹤0.01% 439
2021
Q2 		$207K Sell
885
-26
-3% -$6.1K ﹤0.01% 459
2021
Q1 		$208K Buy
+911
New +$205K ﹤0.01% 455
2019
Q4 		– Sell
-2,069
Closed -$429K – 461
2019
Q3 		$429K Buy
+2,069
New +$415K 0.01% 283

Other funds holding STZ

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Williams Jones Wealth Management's STZ Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Constellation Brands (STZ) stake by 0.44% in Q2 2026, buying an estimated $3.57K and bringing the position to 5,488 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #308.

Williams Jones Wealth Management first reported a position in STZ in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.71M in Q1 2024. 491 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Williams Jones Wealth Management held 5,488 shares of Constellation Brands worth $763K as of Q2 2026.
  • Williams Jones Wealth Management bought 24 Constellation Brands shares in Q2 2026, an estimated $3.57K.
  • Constellation Brands made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Williams Jones Wealth Management first reported a position in Constellation Brands in Q3 2019 and has held it in 23 quarters since.
  • Williams Jones Wealth Management's Constellation Brands position peaked at $1.71M in Q1 2024.
  • 491 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.