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Annis Gardner Whiting Capital Advisors’s Constellation Brands STZ Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-16
Closed -$2.4K – 1133
2026
Q1 		$2.4K Sell
16
-42
-72% -$6.49K ﹤0.01% 1033
2025
Q4 		$8K Sell
58
-26
-31% -$3.57K ﹤0.01% 806
2025
Q3 		$11.3K Sell
84
-79
-48% -$12.6K ﹤0.01% 691
2025
Q2 		$26.5K Sell
163
-3
-2% -$538 0.01% 513
2025
Q1 		$30.5K Sell
166
-18
-10% -$3.27K 0.01% 401
2024
Q4 		$40.7K Hold
184
– – 0.01% 371
2024
Q3 		$47.4K Sell
184
-3
-2% -$744 0.01% 371
2024
Q2 		$48.1K Buy
187
+2
+1% +$514 0.01% 406
2024
Q1 		$50.3K Buy
185
+3
+2% +$759 0.02% 381
2023
Q4 		$44K Buy
182
+18
+11% +$4.28K 0.02% 312
2023
Q3 		$41.2K Buy
+164
New +$42.8K 0.02% 301

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

Annis Gardner Whiting Capital Advisors's STZ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 16 shares — an estimated $2.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in STZ in Q3 2023 and held it in 11 quarters. The position peaked at $50.3K in Q1 2024. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 16 Constellation Brands shares in Q2 2026, an estimated $2.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Constellation Brands in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Constellation Brands position peaked at $50.3K in Q1 2024.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.