Bay Harbor Wealth Management’s Constellation Brands STZ Stock Holding History

Bay Harbor 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	$3.75K	Buy	27 +7	+35%	+$1.04K	﹤0.01%	485
2026 Q1	$3K	Buy	20 +14	+233%	+$2.16K	﹤0.01%	464
2025 Q4	$827	Buy	6 +2	+50%	+$274	﹤0.01%	691
2025 Q3	$538	Sell	4 -1	-20%	-$159	﹤0.01%	704
2025 Q2	$813	Buy	+5	New	+$897	﹤0.01%	507
2019 Q2	–	Sell	-187	Closed	-$36.5K	–	418
2019 Q1	$33K	Buy	+187	New	+$31.5K	0.02%	196

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

Bay Harbor Wealth Management's STZ Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Constellation Brands (STZ) stake by 35% in Q2 2026, buying an estimated $1.04K and bringing the position to 27 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Bay Harbor Wealth Management first reported a position in STZ in Q1 2019 and has held it in 6 quarters since. The position peaked at $33K in Q1 2019. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Bay Harbor Wealth Management held 27 shares of Constellation Brands worth $3.75K as of Q2 2026.
Bay Harbor Wealth Management bought 7 Constellation Brands shares in Q2 2026, an estimated $1.04K.
Constellation Brands made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #485 holding.
Bay Harbor Wealth Management first reported a position in Constellation Brands in Q1 2019 and has held it in 6 quarters since.
Bay Harbor Wealth Management's Constellation Brands position peaked at $33K in Q1 2019.
1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.