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Avion Wealth’s Constellation Brands STZ Stock Holding History

Avion Wealth’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 		$4K Sell
35
-5
-13% -$743 ﹤0.01% 879
2026
Q1 		$6K Buy
40
+3
+8% +$463 ﹤0.01% 627
2025
Q4 		$5K Buy
37
+24
+185% +$3.29K ﹤0.01% 673
2025
Q3 		$1K Sell
13
-19
-59% -$3.02K ﹤0.01% 1105
2025
Q2 		$5K Buy
32
+11
+52% +$1.97K ﹤0.01% 642
2025
Q1 		$4K Hold
21
– – ﹤0.01% 607
2024
Q4 		$4K Buy
21
+7
+50% +$1.66K ﹤0.01% 605
2024
Q3 		$3K Sell
14
-2
-13% -$496 ﹤0.01% 644
2024
Q2 		$4K Hold
16
– – ﹤0.01% 531
2024
Q1 		$5K Buy
16
+4
+33% +$1.01K ﹤0.01% 478
2023
Q4 		$3K Buy
12
+2
+20% +$476 ﹤0.01% 506
2023
Q3 		$2K Buy
10
+2
+25% +$522 ﹤0.01% 522
2023
Q2 		$1K Buy
8
+6
+300% +$1.4K ﹤0.01% 646
2023
Q1 		$0 Buy
+2
New +$445 ﹤0.01% 759

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

Avion Wealth's STZ Position: Q2 2026 in Review

Avion Wealth reduced its Constellation Brands (STZ) stake by 13% in Q2 2026, selling an estimated $743 and leaving 35 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Avion Wealth first reported a position in STZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $6K in Q1 2026. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Avion Wealth held 35 shares of Constellation Brands worth $4K as of Q2 2026.
  • Avion Wealth sold 5 Constellation Brands shares in Q2 2026, an estimated $743.
  • Constellation Brands made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #879 holding.
  • Avion Wealth first reported a position in Constellation Brands in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's Constellation Brands position peaked at $6K in Q1 2026.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.