BankPlus Trust Department’s Constellation Brands STZ Stock Holding History

BankPlus Trust Department’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	$2.92K	Hold	21	–	–	﹤0.01%	423
2026 Q1	$3.15K	Sell	21 -30	-59%	-$4.63K	﹤0.01%	421
2025 Q4	$7.04K	Sell	51 -83	-62%	-$11.4K	﹤0.01%	385
2025 Q3	$18K	Sell	134 -56	-29%	-$8.91K	﹤0.01%	325
2025 Q2	$30.9K	Sell	190 -6	-3%	-$1.08K	0.01%	270
2025 Q1	$36K	Sell	196 -2,349	-92%	-$427K	0.01%	252
2024 Q4	$562K	Buy	+2,545	New	+$605K	0.18%	97

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BankPlus Trust Department's STZ Position: Q2 2026 in Review

BankPlus Trust Department held its Constellation Brands (STZ) position steady in Q2 2026 at 21 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

BankPlus Trust Department first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $562K in Q4 2024. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

BankPlus Trust Department held 21 shares of Constellation Brands worth $2.92K as of Q2 2026.
BankPlus Trust Department left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #423 holding.
BankPlus Trust Department first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Constellation Brands position peaked at $562K in Q4 2024.
1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.