CMH Wealth Management
STZ icon

CMH Wealth Management’s Constellation Brands STZ Stock Holding History

CMH Wealth Management’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
Q3 		– Sell
-2,633
Closed -$366K – 118
2026
Q2 		$366K Sell
2,633
-617
-19% -$91.7K 0.06% 103
2026
Q1 		$488K Buy
+3,250
New +$502K 0.08% 96
2020
Q1 		– Sell
-15,655
Closed -$2.97M – 57
2019
Q4 		$2.97M Buy
15,655
+65
+0.4% +$12.3K 1.53% 26
2019
Q3 		$3.23M Buy
15,590
+35
+0.2% +$7.03K 1.83% 18
2019
Q2 		$3.06M Sell
15,555
-15
-0.1% -$2.93K 1.8% 22
2019
Q1 		$2.73M Buy
+15,570
New +$2.62M 1.65% 23

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CMH Wealth Management's STZ Position: Q3 2026 in Review

CMH Wealth Management sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 2,633 shares — an estimated $366K sold.

CMH Wealth Management first reported a position in STZ in Q1 2019 and held it in 6 quarters. The position peaked at $3.23M in Q3 2019. 206 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • CMH Wealth Management reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
  • CMH Wealth Management sold 2,633 Constellation Brands shares in Q3 2026, an estimated $366K.
  • CMH Wealth Management first reported a position in Constellation Brands in Q1 2019 and held it in 6 quarters.
  • CMH Wealth Management's Constellation Brands position peaked at $3.23M in Q3 2019.
  • 206 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.