Winch Advisory Services’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 | $7.28K | Hold |
52
| – | – | ﹤0.01% | 362 |
|
|
2026
Q1 | $7.85K | Hold |
52
| – | – | ﹤0.01% | 340 |
|
|
2025
Q4 | $7.22K | Hold |
52
| – | – | ﹤0.01% | 339 |
|
|
2025
Q3 | $7.05K | Hold |
52
| – | – | ﹤0.01% | 334 |
|
|
2025
Q2 | $8.51K | Hold |
52
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $9.6K | Hold |
52
| – | – | ﹤0.01% | 285 |
|
|
2024
Q4 | $11.6K | Hold |
52
| – | – | ﹤0.01% | 281 |
|
|
2024
Q3 | $13.5K | Hold |
52
| – | – | ﹤0.01% | 245 |
|
|
2024
Q2 | $13.5K | Hold |
52
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $14.2K | Hold |
52
| – | – | ﹤0.01% | 232 |
|
|
2023
Q4 | $12.7K | Hold |
52
| – | – | ﹤0.01% | 238 |
|
|
2023
Q3 | $13K | Hold |
52
| – | – | ﹤0.01% | 235 |
|
|
2023
Q2 | $13K | Hold |
52
| – | – | ﹤0.01% | 230 |
|
|
2023
Q1 | $12K | Hold |
52
| – | – | ﹤0.01% | 232 |
|
|
2022
Q4 | $12K | Hold |
52
| – | – | 0.01% | 226 |
|
|
2022
Q3 | $12K | Hold |
52
| – | – | 0.01% | 210 |
|
|
2022
Q2 | $12K | Hold |
52
| – | – | ﹤0.01% | 218 |
|
|
2022
Q1 | $12K | Hold |
52
| – | – | ﹤0.01% | 240 |
|
|
2021
Q4 | $13K | Hold |
52
| – | – | ﹤0.01% | 249 |
|
|
2021
Q3 | $11K | Buy |
+52
| New | +$11.3K | ﹤0.01% | 265 |
|
|
2020
Q3 | – | Sell |
-8
| Closed | -$1K | – | 408 |
|
|
2020
Q2 | $1K | Buy |
+8
| New | +$1.33K | ﹤0.01% | 367 |
|
|
2020
Q1 | – | Sell |
-70
| Closed | -$13K | – | 379 |
|
|
2019
Q4 | $13K | Sell |
70
-10
| -13% | -$1.89K | 0.01% | 187 |
|
|
2019
Q3 | $17K | Sell |
80
-20
| -20% | -$4.02K | 0.01% | 155 |
|
|
2019
Q2 | $20K | Hold |
100
| – | – | 0.01% | 151 |
|
|
2019
Q1 | $18K | Hold |
100
| – | – | 0.01% | 157 |
|
|
2018
Q4 | $16K | Hold |
100
| – | – | 0.01% | 145 |
|
|
2018
Q3 | $22K | Hold |
100
| – | – | 0.01% | 131 |
|
|
2018
Q2 | $22K | Buy |
100
+20
| +25% | +$4.52K | 0.01% | 143 |
|
|
2018
Q1 | $18K | Hold |
80
| – | – | 0.01% | 161 |
|
|
2017
Q4 | $18K | Hold |
80
| – | – | 0.01% | 153 |
|
|
2017
Q3 | $16K | Hold |
80
| – | – | 0.01% | 146 |
|
|
2017
Q2 | $15K | Hold |
80
| – | – | 0.01% | 168 |
|
|
2017
Q1 | $13K | Hold |
80
| – | – | 0.01% | 164 |
|
|
2016
Q4 | $12K | Buy |
80
+10
| +14% | +$1.59K | 0.01% | 144 |
|
|
2016
Q3 | $12K | Sell |
70
-642
| -90% | -$106K | 0.01% | 144 |
|
|
2016
Q2 | $118K | Buy |
712
+642
| +917% | +$101K | 0.14% | 49 |
|
|
2016
Q1 | $11K | Buy |
+70
| New | +$10.1K | 0.02% | 113 |
|
Other funds holding STZ
Winch Advisory Services's STZ Position: Q2 2026 in Review
Winch Advisory Services held its Constellation Brands (STZ) position steady in Q2 2026 at 52 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #362.
Winch Advisory Services first reported a position in STZ in Q1 2016 and has held it in 37 quarters since. The position peaked at $118K in Q2 2016. 1,026 funds tracked by Wall St. Rank hold STZ as of Q2 2026.
- Winch Advisory Services held 52 shares of Constellation Brands worth $7.28K as of Q2 2026.
- Winch Advisory Services left its Constellation Brands share count unchanged in Q2 2026.
- Constellation Brands made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #362 holding.
- Winch Advisory Services first reported a position in Constellation Brands in Q1 2016 and has held it in 37 quarters since.
- Winch Advisory Services's Constellation Brands position peaked at $118K in Q2 2016.
- 1,026 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.