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Albion Financial Group’s Constellation Brands STZ Stock Holding History

Albion Financial Group’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 		$20.9K Sell
150
-95
-39% -$14.1K ﹤0.01% 363
2026
Q1 		$36.8K Hold
245
– – ﹤0.01% 295
2025
Q4 		$33.8K Hold
245
– – ﹤0.01% 288
2025
Q3 		$33K Hold
245
– – ﹤0.01% 290
2025
Q2 		$39.9K Hold
245
– – ﹤0.01% 253
2025
Q1 		$45K Hold
245
– – ﹤0.01% 250
2024
Q4 		$54.1K Hold
245
– – ﹤0.01% 248
2024
Q3 		$63.1K Hold
245
– – ﹤0.01% 234
2024
Q2 		$63K Hold
245
– – ﹤0.01% 231
2024
Q1 		$66.6K Hold
245
– – 0.01% 215
2023
Q4 		$59.2K Hold
245
– – ﹤0.01% 222
2023
Q3 		$61.6K Hold
245
– – 0.01% 207
2023
Q2 		$60.3K Hold
245
– – 0.01% 219
2023
Q1 		$55.3K Hold
245
– – 0.01% 210
2022
Q4 		$56.8K Hold
245
– – 0.01% 209
2022
Q3 		$56K Sell
245
-6
-2% -$1.46K 0.01% 210
2022
Q2 		$58K Sell
251
-655
-72% -$159K 0.01% 213
2022
Q1 		$209K Sell
906
-6
-0.7% -$1.39K 0.02% 193
2021
Q4 		$229K Buy
912
+667
+272% +$152K 0.02% 204
2021
Q3 		$52K Hold
245
– – ﹤0.01% 240
2021
Q2 		$57K Buy
+245
New +$57.5K ﹤0.01% 242
2020
Q4 		$54K Buy
+245
New +$48.2K 0.01% 237

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Albion Financial Group's STZ Position: Q2 2026 in Review

Albion Financial Group reduced its Constellation Brands (STZ) stake by 39% in Q2 2026, selling an estimated $14.1K and leaving 150 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Albion Financial Group first reported a position in STZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $229K in Q4 2021. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Albion Financial Group held 150 shares of Constellation Brands worth $20.9K as of Q2 2026.
  • Albion Financial Group sold 95 Constellation Brands shares in Q2 2026, an estimated $14.1K.
  • Constellation Brands made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #363 holding.
  • Albion Financial Group first reported a position in Constellation Brands in Q4 2020 and has held it in 22 quarters since.
  • Albion Financial Group's Constellation Brands position peaked at $229K in Q4 2021.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.