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Avestar Capital’s Constellation Brands STZ Stock Holding History

Avestar Capital’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
-2,000
Closed -$300K – 582
2026
Q1 		$300K Hold
2,000
– – 0.02% 442
2025
Q4 		$276K Hold
2,000
– – 0.02% 423
2025
Q3 		$269K Sell
2,000
-4,500
-69% -$716K 0.02% 432
2025
Q2 		$1.06M Buy
+6,500
New +$1.17M 0.07% 201

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

Avestar Capital's STZ Position: Q2 2026 in Review

Avestar Capital sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 790 shares — an estimated $119K sold.

Avestar Capital first reported a position in STZ in Q4 2017 and held it in 11 quarters. The position peaked at $287K in Q2 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Avestar Capital reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Avestar Capital sold 790 Constellation Brands shares in Q2 2026, an estimated $119K.
  • Avestar Capital first reported a position in Constellation Brands in Q4 2017 and held it in 11 quarters.
  • Avestar Capital's Constellation Brands position peaked at $287K in Q2 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.