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Cary Street Partners Investment Advisory’s Constellation Brands STZ Stock Holding History

Cary Street Partners 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 		– Sell
-911
Closed -$137K – 784
2026
Q1 		$137K Buy
911
+54
+6% +$8.34K 0.03% 412
2025
Q4 		$118K Buy
857
+36
+4% +$4.94K 0.03% 406
2025
Q3 		$111K Buy
821
+1
+0.1% +$159 0.05% 348
2025
Q2 		$133K Sell
820
-153
-16% -$27.4K 0.06% 293
2025
Q1 		$179K Sell
973
-650
-40% -$118K 0.1% 230
2024
Q4 		$359K Sell
1,623
-1,949
-55% -$463K 0.24% 110
2024
Q3 		$921K Sell
3,572
-608
-15% -$151K 0.03% 380
2024
Q2 		$1.08M Buy
4,180
+1,938
+86% +$498K 0.04% 334
2024
Q1 		$609K Buy
2,242
+550
+33% +$139K 0.03% 412
2023
Q4 		$409K Buy
1,692
+984
+139% +$234K 0.02% 459
2023
Q3 		$178K Sell
708
-65
-8% -$17K 0.01% 582
2023
Q2 		$190K Hold
773
– – 0.01% 522
2023
Q1 		$175K Buy
773
+9
+1% +$2K 0.01% 495
2022
Q4 		$177K Buy
+764
New +$183K 0.01% 487
2022
Q3 		– Sell
-739
Closed -$172K – 563
2022
Q2 		$172K Buy
+739
New +$180K 0.01% 441
2020
Q4 		– Sell
-109
Closed -$21K – 807
2020
Q3 		$21K Buy
+109
New +$19.9K ﹤0.01% 644

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 $3.38T AUM 44.17% 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

Cary Street Partners Investment Advisory's STZ Position: Q2 2026 in Review

Cary Street Partners Investment Advisory sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 911 shares — an estimated $137K sold.

Cary Street Partners Investment Advisory first reported a position in STZ in Q3 2020 and held it in 16 quarters. The position peaked at $1.08M in Q2 2024. 1,035 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Cary Street Partners Investment Advisory reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 911 Constellation Brands shares in Q2 2026, an estimated $137K.
  • Cary Street Partners Investment Advisory first reported a position in Constellation Brands in Q3 2020 and held it in 16 quarters.
  • Cary Street Partners Investment Advisory's Constellation Brands position peaked at $1.08M in Q2 2024.
  • 1,035 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.