Callan Family Office’s Constellation Brands STZ Stock Holding History

Callan Family Office’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	$472K	Sell	3,393 -316	-9%	-$47K	0.01%	839
2026 Q1	$556K	Sell	3,709 -748	-17%	-$116K	0.01%	729
2025 Q4	$615K	Buy	4,457 +2,718	+156%	+$373K	0.01%	705
2025 Q3	$234K	Sell	1,739 -935	-35%	-$149K	0.01%	781
2025 Q2	$435K	Buy	+2,674	New	+$480K	0.01%	638
2025 Q1	–	Sell	-2,452	Closed	-$542K	–	636
2024 Q4	$542K	Buy	2,452 +1,618	+194%	+$384K	0.03%	352
2024 Q3	$215K	Buy	+834	New	+$207K	0.04%	174

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 $3.38T AUM 44.17% 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

Callan Family Office's STZ Position: Q2 2026 in Review

Callan Family Office reduced its Constellation Brands (STZ) stake by 8.5% in Q2 2026, selling an estimated $47K and leaving 3,393 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #839.

Callan Family Office first reported a position in STZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $615K in Q4 2025. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Callan Family Office held 3,393 shares of Constellation Brands worth $472K as of Q2 2026.
Callan Family Office sold 316 Constellation Brands shares in Q2 2026, an estimated $47K.
Constellation Brands made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #839 holding.
Callan Family Office first reported a position in Constellation Brands in Q3 2024 and has held it in 7 quarters since.
Callan Family Office's Constellation Brands position peaked at $615K in Q4 2025.
1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.