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Chicago Partners Investment Group’s Constellation Brands STZ Stock Holding History

Chicago Partners Investment Group’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
-1,888
Closed -$296K – 1684
2026
Q1 		$296K Buy
1,888
+77
+4% +$11.9K 0.01% 1148
2025
Q4 		$288K Buy
+1,811
New +$248K 0.01% 1062
2025
Q3 		– Sell
-2,064
Closed -$364K – 1245
2025
Q2 		$364K Sell
2,064
-229
-10% -$41.1K 0.01% 747
2025
Q1 		$435K Buy
2,293
+43
+2% +$7.81K 0.01% 563
2024
Q4 		$493K Buy
2,250
+10
+0.4% +$2.38K 0.02% 513
2024
Q3 		$541K Buy
2,240
+262
+13% +$64.9K 0.02% 467
2024
Q2 		$481K Buy
1,978
+801
+68% +$206K 0.02% 476
2024
Q1 		$308K Sell
1,177
-107
-8% -$27.1K 0.01% 561
2023
Q4 		$318K Sell
1,284
-14
-1% -$3.33K 0.01% 530
2023
Q3 		$301K Buy
1,298
+15
+1% +$3.92K 0.02% 507
2023
Q2 		$346K Buy
1,283
+144
+13% +$33.7K 0.02% 500
2023
Q1 		$256K Buy
+1,139
New +$253K 0.01% 548
2018
Q4 		– Sell
-92
Closed -$19K – 840
2018
Q3 		$19K Sell
92
-35
-28% -$7.44K ﹤0.01% 697
2018
Q2 		$28K Buy
127
+42
+49% +$9.49K ﹤0.01% 592
2018
Q1 		$19K Buy
85
+3
+4% +$661 ﹤0.01% 653
2017
Q4 		$19K Sell
82
-1
-1% -$216 ﹤0.01% 632
2017
Q3 		$17K Sell
83
-164
-66% -$32.5K ﹤0.01% 670
2017
Q2 		$41K Buy
+247
New +$44K 0.01% 412

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

Chicago Partners Investment Group's STZ Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 1,888 shares — an estimated $296K sold.

Chicago Partners Investment Group first reported a position in STZ in Q2 2017 and held it in 18 quarters. The position peaked at $541K in Q3 2024. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Chicago Partners Investment Group reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,888 Constellation Brands shares in Q2 2026, an estimated $296K.
  • Chicago Partners Investment Group first reported a position in Constellation Brands in Q2 2017 and held it in 18 quarters.
  • Chicago Partners Investment Group's Constellation Brands position peaked at $541K in Q3 2024.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.