Alpine Woods Capital Investors’s Constellation Brands STZ Stock Holding History

Alpine Woods Capital Investors’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	$1.88M	Sell	13,498 -19,535	-59%	-$2.9M	0.41%	73
2026 Q1	$4.95M	Buy	33,033 +4,284	+15%	+$662K	1.19%	25
2025 Q4	$3.97M	Buy	+28,749	New	+$3.94M	0.94%	29
2018 Q2	–	Sell	-2,500	Closed	-$570K	–	356
2018 Q1	$570K	Hold	2,500	–	–	0.03%	297
2017 Q4	$571K	Sell	2,500 -1,000	-29%	-$216K	0.03%	299
2017 Q3	$698K	Sell	3,500 -1,900	-35%	-$376K	0.04%	281
2017 Q2	$1.05M	Sell	5,400 -2,600	-33%	-$463K	0.06%	242
2017 Q1	$1.3M	Buy	8,000 +2,000	+33%	+$312K	0.07%	218
2016 Q4	$920K	Buy	+6,000	New	+$953K	0.05%	249

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

Alpine Woods Capital Investors's STZ Position: Q2 2026 in Review

Alpine Woods Capital Investors reduced its Constellation Brands (STZ) stake by 59% in Q2 2026, selling an estimated $2.9M and leaving 13,498 shares worth $1.88M. The position accounts for 0.41% of the portfolio, ranked #73.

Alpine Woods Capital Investors first reported a position in STZ in Q4 2016 and has held it in 9 quarters since. The position peaked at $4.95M in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Alpine Woods Capital Investors held 13,498 shares of Constellation Brands worth $1.88M as of Q2 2026.
Alpine Woods Capital Investors sold 19,535 Constellation Brands shares in Q2 2026, an estimated $2.9M.
Constellation Brands made up 0.41% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #73 holding.
Alpine Woods Capital Investors first reported a position in Constellation Brands in Q4 2016 and has held it in 9 quarters since.
Alpine Woods Capital Investors's Constellation Brands position peaked at $4.95M in Q1 2026.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.