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Atlas Capital Advisors’s Constellation Brands STZ Stock Holding History

Atlas 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 		$184K Hold
1,320
– – 0.02% 484
2026
Q1 		$198K Hold
1,320
– – 0.02% 416
2025
Q4 		$182K Buy
+1,320
New +$181K 0.02% 436
2025
Q2 		$264K Sell
1,625
-17
-1% -$3.05K 0.03% 353
2025
Q1 		$301K Sell
1,642
-26
-2% -$4.72K 0.04% 334
2024
Q4 		$369K Sell
1,668
-600
-26% -$143K 0.05% 296
2024
Q3 		$584K Buy
2,268
+250
+12% +$62K 0.09% 195
2024
Q2 		$519K Sell
2,018
-250
-11% -$64.3K 0.07% 227
2024
Q1 		$616K Buy
2,268
+600
+36% +$152K 0.1% 189
2023
Q4 		$403K Hold
1,668
– – 0.06% 250
2023
Q3 		$419K Hold
1,668
– – 0.07% 222
2023
Q2 		$411K Hold
1,668
– – 0.06% 240
2023
Q1 		$377K Hold
1,668
– – 0.06% 245
2022
Q4 		$387K Hold
1,668
– – 0.07% 218
2022
Q3 		$383K Hold
1,668
– – 0.07% 221
2022
Q2 		$389K Hold
1,668
– – 0.07% 238
2022
Q1 		$384K Hold
1,668
– – 0.06% 250
2021
Q4 		$419K Hold
1,668
– – 0.06% 247
2021
Q3 		$351K Hold
1,668
– – 0.06% 256
2021
Q2 		$390K Buy
1,668
+8
+0.5% +$1.88K 0.07% 250
2021
Q1 		$378K Buy
1,660
+26
+2% +$5.86K 0.07% 228
2020
Q4 		$358K Hold
1,634
– – 0.08% 226
2020
Q3 		$310K Sell
1,634
-75
-4% -$13.7K 0.07% 246
2020
Q2 		$299K Sell
1,709
-48
-3% -$8K 0.07% 249
2020
Q1 		$252K Buy
1,757
+17
+1% +$3K 0.07% 236
2019
Q4 		$330K Hold
1,740
– – 0.08% 253
2019
Q3 		$361K Hold
1,740
– – 0.11% 233
2019
Q2 		$343K Hold
1,740
– – 0.11% 216
2019
Q1 		$305K Hold
1,740
– – 0.11% 212
2018
Q4 		$280K Hold
1,740
– – 0.11% 219
2018
Q3 		$367K Hold
1,740
– – 0.12% 211
2018
Q2 		$372K Sell
1,740
-153
-8% -$34.6K 0.13% 198
2018
Q1 		$431K Buy
+1,893
New +$417K 0.13% 205

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

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

Atlas Capital Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 1,320 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #484.

Atlas Capital Advisors first reported a position in STZ in Q1 2018 and has held it in 33 quarters since. The position peaked at $616K in Q1 2024. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Atlas Capital Advisors held 1,320 shares of Constellation Brands worth $184K as of Q2 2026.
  • Atlas Capital Advisors left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #484 holding.
  • Atlas Capital Advisors first reported a position in Constellation Brands in Q1 2018 and has held it in 33 quarters since.
  • Atlas Capital Advisors's Constellation Brands position peaked at $616K in Q1 2024.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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