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Baker Tilly Wealth Management’s Constellation Brands STZ Stock Holding History

Baker Tilly Wealth Management’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 		$383K Sell
2,751
-198
-7% -$29.4K 0.08% 196
2026
Q1 		$442K Buy
2,949
+788
+36% +$122K 0.11% 171
2025
Q4 		$298K Sell
2,161
-157
-7% -$21.5K 0.07% 221
2025
Q3 		$312K Buy
+2,318
New +$369K 0.07% 211
2024
Q3 		– Sell
-1,056
Closed -$272K – 285
2024
Q2 		$272K Sell
1,056
-1,787
-63% -$460K 0.11% 211
2024
Q1 		$773K Sell
2,843
-96
-3% -$24.3K 0.14% 163
2023
Q4 		$711K Buy
2,939
+6
+0.2% +$1.43K 0.12% 194
2023
Q3 		$737K Sell
2,933
-900
-23% -$235K 0.12% 169
2023
Q2 		$943K Sell
3,833
-551
-13% -$129K 0.1% 208
2023
Q1 		$990K Sell
4,384
-176
-4% -$39.2K 0.11% 202
2022
Q4 		$1.06M Buy
4,560
+136
+3% +$32.6K 0.13% 176
2022
Q3 		$1.02M Sell
4,424
-140
-3% -$34.1K 0.14% 159
2022
Q2 		$1.06M Buy
4,564
+764
+20% +$186K 0.14% 155
2022
Q1 		$875K Buy
3,800
+65
+2% +$15K 0.1% 221
2021
Q4 		$937K Buy
3,735
+1,327
+55% +$302K 0.1% 216
2021
Q3 		$507K Buy
2,408
+1,509
+168% +$329K 0.07% 311
2021
Q2 		$210K Buy
+899
New +$211K 0.03% 476

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

Baker Tilly Wealth Management's STZ Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Constellation Brands (STZ) stake by 6.7% in Q2 2026, selling an estimated $29.4K and leaving 2,751 shares worth $383K. The position accounts for 0.08% of the portfolio, ranked #196.

Baker Tilly Wealth Management first reported a position in STZ in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.06M in Q2 2022. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Baker Tilly Wealth Management held 2,751 shares of Constellation Brands worth $383K as of Q2 2026.
  • Baker Tilly Wealth Management sold 198 Constellation Brands shares in Q2 2026, an estimated $29.4K.
  • Constellation Brands made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Baker Tilly Wealth Management first reported a position in Constellation Brands in Q2 2021 and has held it in 17 quarters since.
  • Baker Tilly Wealth Management's Constellation Brands position peaked at $1.06M in Q2 2022.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.