AFT
STZ icon

Alpha Family Trust’s Constellation Brands STZ Stock Holding History

Alpha Family Trust’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 		$490K Hold
3,520
– – 0.2% 82
2026
Q1 		$528K Hold
3,520
– – 0.26% 67
2025
Q4 		$486K Buy
+3,520
New +$483K 0.22% 77
2025
Q1 		– Sell
-1,500
Closed -$332K – 183
2024
Q4 		$332K Buy
+1,500
New +$356K 0.19% 91
2024
Q2 		– Sell
-750
Closed -$204K – 160
2024
Q1 		$204K Buy
+750
New +$190K 0.12% 147

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

Alpha Family Trust's STZ Position: Q2 2026 in Review

Alpha Family Trust held its Constellation Brands (STZ) position steady in Q2 2026 at 3,520 shares worth $490K. The position accounts for 0.2% of the portfolio, ranked #82.

Alpha Family Trust first reported a position in STZ in Q1 2024 and has held it in 5 quarters since. The position peaked at $528K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Alpha Family Trust held 3,520 shares of Constellation Brands worth $490K as of Q2 2026.
  • Alpha Family Trust left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.2% of Alpha Family Trust's portfolio in Q2 2026, its #82 holding.
  • Alpha Family Trust first reported a position in Constellation Brands in Q1 2024 and has held it in 5 quarters since.
  • Alpha Family Trust's Constellation Brands position peaked at $528K in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.