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Caldwell Sutter Capital’s Constellation Brands STZ Stock Holding History

Caldwell Sutter Capital’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 		$17.4K Buy
125
+25
+25% +$3.72K 0.01% 550
2026
Q1 		$15K Hold
100
– – 0.01% 518
2025
Q4 		$13.8K Hold
100
– – 0.01% 518
2025
Q3 		$13.5K Hold
100
– – 0.01% 518
2025
Q2 		$16.3K Hold
100
– – 0.01% 486
2025
Q1 		$18.4K Sell
100
-127
-56% -$23.1K 0.01% 479
2024
Q4 		$50.2K Hold
227
– – 0.02% 354
2024
Q3 		$58.5K Hold
227
– – 0.03% 338
2024
Q2 		$58.4K Hold
227
– – 0.03% 336
2024
Q1 		$61.7K Hold
227
– – 0.03% 328
2023
Q4 		$54.9K Sell
227
-75
-25% -$17.8K 0.03% 322
2023
Q3 		$75.9K Hold
302
– – 0.04% 287
2023
Q2 		$74.3K Buy
302
+175
+138% +$40.9K 0.04% 287
2023
Q1 		$28.7K Hold
127
– – 0.02% 303
2022
Q4 		$29.4K Buy
+127
New +$30.4K 0.03% 207

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

Caldwell Sutter Capital's STZ Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Constellation Brands (STZ) stake by 25% in Q2 2026, buying an estimated $3.72K and bringing the position to 125 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #550.

Caldwell Sutter Capital first reported a position in STZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $75.9K in Q3 2023. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Caldwell Sutter Capital held 125 shares of Constellation Brands worth $17.4K as of Q2 2026.
  • Caldwell Sutter Capital bought 25 Constellation Brands shares in Q2 2026, an estimated $3.72K.
  • Constellation Brands made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #550 holding.
  • Caldwell Sutter Capital first reported a position in Constellation Brands in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Constellation Brands position peaked at $75.9K in Q3 2023.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.