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ALPS Advisors’s Constellation Brands STZ Stock Holding History

ALPS Advisors’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 		$469K Buy
+3,374
New +$502K ﹤0.01% 1004
2024
Q3 		– Sell
-1,314
Closed -$338K – 1125
2024
Q2 		$338K Sell
1,314
-16
-1% -$4.12K ﹤0.01% 768
2024
Q1 		$361K Buy
+1,330
New +$337K ﹤0.01% 750
2021
Q3 		– Sell
-1,470
Closed -$344K – 1018
2021
Q2 		$344K Hold
1,470
– – ﹤0.01% 724
2021
Q1 		$335K Buy
+1,470
New +$331K ﹤0.01% 687
2020
Q1 		– Sell
-1,699
Closed -$322K – 917
2019
Q4 		$322K Sell
1,699
-75
-4% -$14.2K ﹤0.01% 779
2019
Q3 		$368K Sell
1,774
-2,442
-58% -$490K ﹤0.01% 566
2019
Q2 		$830K Sell
4,216
-325
-7% -$63.5K 0.01% 367
2019
Q1 		$796K Buy
4,541
+1,910
+73% +$322K 0.01% 384
2018
Q4 		$423K Sell
2,631
-465
-15% -$92.4K ﹤0.01% 551
2018
Q3 		$668K Sell
3,096
-127
-4% -$27K ﹤0.01% 489
2018
Q2 		$705K Buy
3,223
+659
+26% +$149K ﹤0.01% 432
2018
Q1 		$584K Buy
2,564
+264
+11% +$58.1K ﹤0.01% 428
2017
Q4 		$526K Hold
2,300
– – ﹤0.01% 502
2017
Q3 		$459K Sell
2,300
-708
-24% -$140K ﹤0.01% 650
2017
Q2 		$583K Buy
3,008
+7
+0.2% +$1.25K ﹤0.01% 373
2017
Q1 		$486K Buy
3,001
+510
+20% +$79.5K ﹤0.01% 493
2016
Q4 		$382K Buy
+2,491
New +$396K ﹤0.01% 621
2015
Q1 		– Sell
-6,006,023
Closed -$6.65M – 756
2014
Q4 		$6.65M Buy
6,006,023
+5,999,190
+87,797% +$549M 0.05% 101
2014
Q3 		$596K Sell
6,833
-455
-6% -$39.6K ﹤0.01% 290
2014
Q2 		$642K Buy
7,288
+188
+3% +$15.5K 0.01% 293
2014
Q1 		$603K Buy
+7,100
New +$565K 0.01% 238

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

ALPS Advisors's STZ Position: Q2 2026 in Review

ALPS Advisors opened a new position in Constellation Brands (STZ) in Q2 2026: 3,374 shares worth $469K. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in STZ as recently as Q2 2024.

ALPS Advisors first reported a position in STZ in Q1 2014 and has held it in 22 quarters since. The position peaked at $6.65M in Q4 2014. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • ALPS Advisors held 3,374 shares of Constellation Brands worth $469K as of Q2 2026.
  • Constellation Brands was a new ALPS Advisors position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #1004 holding.
  • ALPS Advisors first reported a position in Constellation Brands in Q1 2014 and has held it in 22 quarters since.
  • ALPS Advisors's Constellation Brands position peaked at $6.65M in Q4 2014.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.