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Brinker Capital Investments’s Constellation Brands STZ Stock Holding History

Brinker Capital Investments’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 		$333K Sell
2,392
-3,911
-62% -$581K ﹤0.01% 1596
2026
Q1 		$945K Sell
6,303
-2,854
-31% -$441K 0.01% 1137
2025
Q4 		$1.26M Buy
9,157
+2,804
+44% +$385K 0.01% 1109
2025
Q3 		$856K Sell
6,353
-319
-5% -$50.7K 0.01% 1302
2025
Q2 		$1.09M Buy
6,672
+638
+11% +$114K 0.01% 1151
2025
Q1 		$1.11M Buy
6,034
+635
+12% +$115K 0.01% 1029
2024
Q4 		$1.19M Buy
5,399
+109
+2% +$25.9K 0.01% 952
2024
Q3 		$1.36M Buy
5,290
+37
+0.7% +$9.17K 0.01% 884
2024
Q2 		$1.35M Buy
5,253
+1,577
+43% +$406K 0.01% 837
2024
Q1 		$999K Buy
3,676
+39
+1% +$9.87K 0.01% 984
2023
Q4 		$909K Sell
3,637
-413
-10% -$98.2K 0.01% 993
2023
Q3 		$1.02M Sell
4,050
-38
-0.9% -$9.92K 0.01% 927
2023
Q2 		$1.01M Buy
4,088
+554
+16% +$130K 0.01% 956
2023
Q1 		$798K Sell
3,534
-819
-19% -$182K 0.01% 971
2022
Q4 		$1.01M Sell
4,353
-429
-9% -$103K 0.02% 726
2022
Q3 		$1.1M Sell
4,782
-653
-12% -$159K 0.02% 675
2022
Q2 		$1.27M Sell
5,435
-45
-0.8% -$11K 0.02% 655
2022
Q1 		$1.26M Sell
5,480
-284
-5% -$65.6K 0.02% 709
2021
Q4 		$1.45M Buy
5,764
+2,477
+75% +$564K 0.02% 682
2021
Q3 		$769K Hold
3,287
– – 0.01% 850
2021
Q2 		$769K Buy
3,287
+207
+7% +$48.6K 0.01% 904
2021
Q1 		$702K Buy
+3,080
New +$694K 0.01% 802
2020
Q4 		– Sell
-2,756
Closed -$522K – 1188
2020
Q3 		$522K Buy
+2,756
New +$503K 0.01% 898

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's STZ Position: Q2 2026 in Review

Brinker Capital Investments reduced its Constellation Brands (STZ) stake by 62% in Q2 2026, selling an estimated $581K and leaving 2,392 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Brinker Capital Investments first reported a position in STZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q4 2021. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Brinker Capital Investments held 2,392 shares of Constellation Brands worth $333K as of Q2 2026.
  • Brinker Capital Investments sold 3,911 Constellation Brands shares in Q2 2026, an estimated $581K.
  • Constellation Brands made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1596 holding.
  • Brinker Capital Investments first reported a position in Constellation Brands in Q3 2020 and has held it in 23 quarters since.
  • Brinker Capital Investments's Constellation Brands position peaked at $1.45M in Q4 2021.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.