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Aptus Capital Advisors’s Constellation Brands STZ Stock Holding History

Aptus 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 		$322K Sell
2,312
-35
-1% -$5.2K ﹤0.01% 923
2026
Q1 		$352K Buy
+2,347
New +$363K ﹤0.01% 823
2025
Q1 		– Sell
-1,965
Closed -$434K – 1498
2024
Q4 		$434K Buy
1,965
+718
+58% +$171K ﹤0.01% 680
2024
Q3 		$321K Buy
1,247
+26
+2% +$6.45K ﹤0.01% 645
2024
Q2 		$314K Buy
1,221
+51
+4% +$13.1K 0.01% 615
2024
Q1 		$318K Buy
1,170
+128
+12% +$32.4K 0.01% 614
2023
Q4 		$252K Buy
1,042
+159
+18% +$37.8K 0.01% 495
2023
Q3 		$222K Buy
+883
New +$231K 0.01% 540

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

Aptus Capital Advisors's STZ Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Constellation Brands (STZ) stake by 1.5% in Q2 2026, selling an estimated $5.2K and leaving 2,312 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Aptus Capital Advisors first reported a position in STZ in Q3 2023 and has held it in 8 quarters since. The position peaked at $434K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Aptus Capital Advisors held 2,312 shares of Constellation Brands worth $322K as of Q2 2026.
  • Aptus Capital Advisors sold 35 Constellation Brands shares in Q2 2026, an estimated $5.2K.
  • Constellation Brands made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #923 holding.
  • Aptus Capital Advisors first reported a position in Constellation Brands in Q3 2023 and has held it in 8 quarters since.
  • Aptus Capital Advisors's Constellation Brands position peaked at $434K in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.