Alethea Capital Management’s Constellation Brands STZ Stock Holding History

Alethea Capital 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	$847K	Buy	+6,088	New	+$905K	0.35%	20
2025 Q4	–	Sell	-2,362	Closed	-$318K	–	30
2025 Q3	$318K	Buy	+2,362	New	+$376K	0.2%	27
2020 Q2	–	Sell	-2,212	Closed	-$317K	–	107
2020 Q1	$317K	Sell	2,212 -303	-12%	-$53.5K	0.21%	56
2019 Q4	$477K	Sell	2,515 -2,108	-46%	-$398K	0.2%	45
2019 Q3	$958K	Buy	4,623 +2,108	+84%	+$423K	0.61%	11
2019 Q2	$495K	Buy	2,515 +60	+2%	+$11.7K	0.32%	45
2019 Q1	$430K	Buy	+2,455	New	+$413K	0.31%	46

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alethea Capital Management's STZ Position: Q2 2026 in Review

Alethea Capital Management opened a new position in Constellation Brands (STZ) in Q2 2026: 6,088 shares worth $847K. The stake represents 0.35% of the portfolio and ranks #20 among its holdings. This is a return to the name: Alethea Capital Management previously reported a position in STZ as recently as Q3 2025.

Alethea Capital Management first reported a position in STZ in Q1 2019 and has held it in 7 quarters since. The position peaked at $958K in Q3 2019. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Alethea Capital Management held 6,088 shares of Constellation Brands worth $847K as of Q2 2026.
Constellation Brands was a new Alethea Capital Management position in Q2 2026.
Constellation Brands made up 0.35% of Alethea Capital Management's portfolio in Q2 2026, its #20 holding.
Alethea Capital Management first reported a position in Constellation Brands in Q1 2019 and has held it in 7 quarters since.
Alethea Capital Management's Constellation Brands position peaked at $958K in Q3 2019.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Alethea Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.