Capital Group Private Client Services’s Constellation Brands STZ Stock Holding History

Capital Group Private Client Services’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	$545K	Sell	3,917 -1,464	-27%	-$218K	0.01%	226
2026 Q1	$807K	Sell	5,381 -5,790	-52%	-$895K	0.01%	195
2025 Q4	$1.54M	Buy	11,171 +9,130	+447%	+$1.25M	0.02%	184
2025 Q3	$275K	Sell	2,041 -64,180	-97%	-$10.2M	﹤0.01%	266
2025 Q2	$10.8M	Sell	66,221 -4,787	-7%	-$859K	0.09%	143
2025 Q1	$13M	Sell	71,008 -8,095	-10%	-$1.47M	0.13%	129
2024 Q4	$17.5M	Sell	79,103 -108,587	-58%	-$25.8M	0.16%	122
2024 Q3	$48.4M	Sell	187,690 -5,061	-3%	-$1.25M	0.46%	59
2024 Q2	$49.6M	Buy	192,751 +7,990	+4%	+$2.05M	0.5%	56
2024 Q1	$50.2M	Buy	184,761 +32,583	+21%	+$8.25M	0.51%	57
2023 Q4	$36.8M	Buy	152,178 +61,150	+67%	+$14.5M	0.38%	80
2023 Q3	$22.9M	Buy	91,028 +7,608	+9%	+$1.99M	0.28%	97
2023 Q2	$20.5M	Buy	83,420 +4,599	+6%	+$1.08M	0.24%	104
2023 Q1	$17.8M	Buy	+78,821	New	+$17.5M	0.22%	107

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 $3.37T AUM 44.26% 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

Capital Group Private Client Services's STZ Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Constellation Brands (STZ) stake by 27% in Q2 2026, selling an estimated $218K and leaving 3,917 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #226.

Capital Group Private Client Services first reported a position in STZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $50.2M in Q1 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Capital Group Private Client Services held 3,917 shares of Constellation Brands worth $545K as of Q2 2026.
Capital Group Private Client Services sold 1,464 Constellation Brands shares in Q2 2026, an estimated $218K.
Constellation Brands made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #226 holding.
Capital Group Private Client Services first reported a position in Constellation Brands in Q1 2023 and has held it in 14 quarters since.
Capital Group Private Client Services's Constellation Brands position peaked at $50.2M in Q1 2024.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.