Cape Investment Advisory’s Constellation Brands STZ Stock Holding History

Cape Investment Advisory’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	$5.97K	Buy	+43	New	+$6.39K	﹤0.01%	987
2026 Q1	–	Sell	-28	Closed	-$3.83K	–	1082
2025 Q4	$3.83K	Buy	28 +15	+115%	+$2.06K	﹤0.01%	970
2025 Q3	$1.75K	Sell	13 -18	-58%	-$2.86K	﹤0.01%	692
2025 Q2	$4.97K	Buy	31 +2	+7%	+$359	﹤0.01%	753
2025 Q1	$5.41K	Hold	29	–	–	﹤0.01%	731
2024 Q4	$6.5K	Buy	29 +4	+16%	+$950	﹤0.01%	681
2024 Q3	$6.54K	Buy	25 +13	+108%	+$3.22K	﹤0.01%	645
2024 Q2	$3.17K	Hold	12	–	–	﹤0.01%	743
2024 Q1	$3.33K	Hold	12	–	–	﹤0.01%	709
2023 Q4	$2.95K	Hold	12	–	–	﹤0.01%	869
2023 Q3	$3.06K	Hold	12	–	–	﹤0.01%	742
2023 Q2	$2.98K	Hold	12	–	–	﹤0.01%	732
2023 Q1	$2.73K	Buy	+12	New	+$2.67K	﹤0.01%	774

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

Cape Investment Advisory's STZ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Constellation Brands (STZ) in Q2 2026: 43 shares worth $5.97K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in STZ as recently as Q4 2025.

Cape Investment Advisory first reported a position in STZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.54K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Cape Investment Advisory held 43 shares of Constellation Brands worth $5.97K as of Q2 2026.
Constellation Brands was a new Cape Investment Advisory position in Q2 2026.
Constellation Brands made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #987 holding.
Cape Investment Advisory first reported a position in Constellation Brands in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Constellation Brands position peaked at $6.54K in Q3 2024.
1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.