Bartlett & Co Wealth Management’s Constellation Brands STZ Stock Holding History

Bartlett & Co 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	$232K	Buy	1,669 +41	+3%	+$6.09K	﹤0.01%	456
2026 Q1	$242K	Sell	1,628 -449	-22%	-$69.4K	﹤0.01%	428
2025 Q4	$287K	Sell	2,077 -1,402	-40%	-$192K	﹤0.01%	408
2025 Q3	$469K	Sell	3,479 -1,208	-26%	-$192K	0.01%	345
2025 Q2	$762K	Sell	4,687 -232	-5%	-$41.6K	0.01%	287
2025 Q1	$903K	Sell	4,919 -12,356	-72%	-$2.24M	0.01%	265
2024 Q4	$3.82M	Sell	17,275 -1,390	-7%	-$330K	0.06%	154
2024 Q3	$4.81M	Sell	18,665 -135	-0.7%	-$33.5K	0.07%	139
2024 Q2	$4.84M	Sell	18,800 -750	-4%	-$193K	0.07%	139
2024 Q1	$5.31M	Sell	19,550 -213	-1%	-$53.9K	0.08%	138
2023 Q4	$4.79M	Sell	19,763 -2,287	-10%	-$544K	0.08%	141
2023 Q3	$5.54M	Buy	22,050 +3	+0%	+$783	0.1%	125
2023 Q2	$5.43M	Sell	22,047 -2,030	-8%	-$475K	0.09%	128
2023 Q1	$5.44M	Sell	24,077 -1,275	-5%	-$284K	0.11%	121
2022 Q4	$5.88M	Sell	25,352 -393	-2%	-$94.1K	0.12%	122
2022 Q3	$5.91M	Sell	25,745 -161	-0.6%	-$39.2K	0.13%	118
2022 Q2	$6.04M	Sell	25,906 -470	-2%	-$114K	0.12%	117
2022 Q1	$6.07M	Sell	26,376 -2,184	-8%	-$504K	0.11%	123
2021 Q4	$7.17M	Sell	28,560 -555	-2%	-$126K	0.12%	116
2021 Q3	$6.13M	Sell	29,115 -1,571	-5%	-$343K	0.12%	119
2021 Q2	$7.18M	Sell	30,686 -1,475	-5%	-$346K	0.14%	110
2021 Q1	$7.33M	Sell	32,161 -1,750	-5%	-$394K	0.15%	106
2020 Q4	$7.43M	Sell	33,911 -794	-2%	-$156K	0.16%	107
2020 Q3	$6.58M	Sell	34,705 -7,405	-18%	-$1.35M	0.15%	109
2020 Q2	$7.37M	Sell	42,110 -6,245	-13%	-$1.04M	0.19%	100
2020 Q1	$6.93M	Sell	48,355 -35,409	-42%	-$6.25M	0.21%	95
2019 Q4	$15.9M	Sell	83,764 -2,884	-3%	-$545K	0.39%	71
2019 Q3	$18M	Buy	+86,648	New	+$17.4M	0.47%	63
2019 Q2	–	Sell	-3	Closed	-$526	–	808
2019 Q1	$526	Buy	+3	New	+$505	﹤0.01%	708
2018 Q3	–	Sell	-25	Closed	-$5.47K	–	737
2018 Q2	$5.47K	Buy	+25	New	+$5.65K	﹤0.01%	632

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

Bartlett & Co Wealth Management's STZ Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Constellation Brands (STZ) stake by 2.5% in Q2 2026, buying an estimated $6.09K and bringing the position to 1,669 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Bartlett & Co Wealth Management first reported a position in STZ in Q2 2018 and has held it in 30 quarters since. The position peaked at $18M in Q3 2019. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Bartlett & Co Wealth Management held 1,669 shares of Constellation Brands worth $232K as of Q2 2026.
Bartlett & Co Wealth Management bought 41 Constellation Brands shares in Q2 2026, an estimated $6.09K.
Constellation Brands made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #456 holding.
Bartlett & Co Wealth Management first reported a position in Constellation Brands in Q2 2018 and has held it in 30 quarters since.
Bartlett & Co Wealth Management's Constellation Brands position peaked at $18M in Q3 2019.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.