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Basecamp Wealth Advisors’s Constellation Brands STZ Stock Holding History

Basecamp Wealth Advisors’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 		$3.9K Sell
28
-146
-84% -$21.7K ﹤0.01% 1225
2026
Q1 		$26.1K Sell
174
-5
-3% -$772 0.01% 736
2025
Q4 		$24.7K Buy
+179
New +$24.6K 0.01% 721

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

Basecamp Wealth Advisors's STZ Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Constellation Brands (STZ) stake by 84% in Q2 2026, selling an estimated $21.7K and leaving 28 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Basecamp Wealth Advisors first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.1K in Q1 2026. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Basecamp Wealth Advisors held 28 shares of Constellation Brands worth $3.9K as of Q2 2026.
  • Basecamp Wealth Advisors sold 146 Constellation Brands shares in Q2 2026, an estimated $21.7K.
  • Constellation Brands made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1225 holding.
  • Basecamp Wealth Advisors first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Constellation Brands position peaked at $26.1K in Q1 2026.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.