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Bruce G. Allen Investments’s Constellation Brands STZ Stock Holding History

Bruce G. Allen 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 		$30K Sell
216
-79
-27% -$11.7K 0.02% 350
2026
Q1 		$44.3K Sell
295
-11
-4% -$1.7K 0.03% 276
2025
Q4 		$42.2K Buy
306
+131
+75% +$18K 0.03% 293
2025
Q3 		$23.6K Sell
175
-30
-15% -$4.77K 0.02% 378
2025
Q2 		$33.3K Buy
205
+1
+0.5% +$179 0.03% 316
2025
Q1 		$37.4K Sell
204
-48
-19% -$8.72K 0.03% 298
2024
Q4 		$55.7K Sell
252
-5
-2% -$1.19K 0.05% 233
2024
Q3 		$66.2K Sell
257
-7
-3% -$1.74K 0.05% 214
2024
Q2 		$67.9K Buy
264
+169
+178% +$43.5K 0.06% 195
2024
Q1 		$25.8K Hold
95
– – 0.02% 348
2023
Q4 		$23K Buy
+95
New +$22.6K 0.02% 357

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

Bruce G. Allen Investments's STZ Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Constellation Brands (STZ) stake by 27% in Q2 2026, selling an estimated $11.7K and leaving 216 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #350.

Bruce G. Allen Investments first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $67.9K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Bruce G. Allen Investments held 216 shares of Constellation Brands worth $30K as of Q2 2026.
  • Bruce G. Allen Investments sold 79 Constellation Brands shares in Q2 2026, an estimated $11.7K.
  • Constellation Brands made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #350 holding.
  • Bruce G. Allen Investments first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Constellation Brands position peaked at $67.9K in Q2 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.