CSP
STZ icon

Cary Street Partners’s Constellation Brands STZ Stock Holding History

Cary Street Partners’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
-463
Closed -$69.5K – 1119
2026
Q1 		$69.5K Sell
463
-249
-35% -$38.5K ﹤0.01% 921
2025
Q4 		$98.2K Sell
712
-558
-44% -$76.6K ﹤0.01% 905
2025
Q3 		$171K Buy
1,270
+244
+24% +$38.8K ﹤0.01% 818
2025
Q2 		$167K Buy
1,026
+422
+70% +$75.7K ﹤0.01% 807
2025
Q1 		$111K Sell
604
-940
-61% -$171K ﹤0.01% 802
2024
Q4 		$341K Buy
+1,544
New +$367K 0.01% 590

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

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

Cary Street Partners sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 463 shares — an estimated $69.5K sold.

Cary Street Partners first reported a position in STZ in Q4 2024 and held it in 6 quarters. The position peaked at $341K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Cary Street Partners reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Cary Street Partners sold 463 Constellation Brands shares in Q2 2026, an estimated $69.5K.
  • Cary Street Partners first reported a position in Constellation Brands in Q4 2024 and held it in 6 quarters.
  • Cary Street Partners's Constellation Brands position peaked at $341K in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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