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AlphaCore Capital’s Constellation Brands STZ Stock Holding History

AlphaCore Capital’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 		$440K Buy
3,162
+1,481
+88% +$220K 0.01% 750
2026
Q1 		$252K Buy
1,681
+86
+5% +$13.3K 0.01% 756
2025
Q4 		$220K Buy
1,595
+957
+150% +$131K ﹤0.01% 943
2025
Q3 		$85.9K Sell
638
-501
-44% -$79.7K ﹤0.01% 822
2025
Q2 		$185K Sell
1,139
-247
-18% -$44.3K 0.01% 598
2025
Q1 		$254K Buy
1,386
+38
+3% +$6.9K 0.02% 394
2024
Q4 		$298K Sell
1,348
-42
-3% -$9.98K 0.06% 170
2024
Q3 		$358K Sell
1,390
-19
-1% -$4.71K 0.08% 143
2024
Q2 		$363K Sell
1,409
-244
-15% -$62.8K 0.09% 130
2024
Q1 		$449K Sell
1,653
-36
-2% -$9.11K 0.12% 101
2023
Q4 		$408K Buy
1,689
+9
+0.5% +$2.14K 0.06% 159
2023
Q3 		$422K Buy
1,680
+300
+22% +$78.3K 0.07% 157
2023
Q2 		$340K Buy
1,380
+70
+5% +$16.4K 0.05% 161
2023
Q1 		$296K Buy
1,310
+30
+2% +$6.68K 0.08% 108
2022
Q4 		$297K Buy
1,280
+240
+23% +$57.4K 0.12% 61
2022
Q3 		$239K Buy
+1,040
New +$253K 0.11% 56

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

AlphaCore Capital's STZ Position: Q2 2026 in Review

AlphaCore Capital increased its Constellation Brands (STZ) stake by 88% in Q2 2026, buying an estimated $220K and bringing the position to 3,162 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #750.

AlphaCore Capital first reported a position in STZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $449K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • AlphaCore Capital held 3,162 shares of Constellation Brands worth $440K as of Q2 2026.
  • AlphaCore Capital bought 1,481 Constellation Brands shares in Q2 2026, an estimated $220K.
  • Constellation Brands made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #750 holding.
  • AlphaCore Capital first reported a position in Constellation Brands in Q3 2022 and has held it in 16 quarters since.
  • AlphaCore Capital's Constellation Brands position peaked at $449K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.