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Altrius Capital Management’s Constellation Brands STZ Stock Holding History

Altrius 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 		$5.44M Buy
39,142
+2,100
+6% +$312K 1.03% 61
2026
Q1 		$5.56M Buy
37,042
+452
+1% +$69.8K 1.11% 49
2025
Q4 		$5.05M Buy
36,590
+7,349
+25% +$1.01M 1.07% 53
2025
Q3 		$3.94M Buy
29,241
+4,056
+16% +$645K 0.9% 63
2025
Q2 		$4.1M Buy
25,185
+789
+3% +$142K 0.96% 60
2025
Q1 		$4.48M Buy
+24,396
New +$4.43M 1.09% 52

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

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

Altrius Capital Management increased its Constellation Brands (STZ) stake by 5.7% in Q2 2026, buying an estimated $312K and bringing the position to 39,142 shares worth $5.44M. The position accounts for 1.03% of the portfolio, ranked #61.

Altrius Capital Management first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.56M in Q1 2026. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Altrius Capital Management held 39,142 shares of Constellation Brands worth $5.44M as of Q2 2026.
  • Altrius Capital Management bought 2,100 Constellation Brands shares in Q2 2026, an estimated $312K.
  • Constellation Brands made up 1.03% of Altrius Capital Management's portfolio in Q2 2026, its #61 holding.
  • Altrius Capital Management first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • Altrius Capital Management's Constellation Brands position peaked at $5.56M in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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