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 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CMH Wealth Management's STZ Position: Q2 2026 in Review

CMH Wealth Management reduced its Constellation Brands (STZ) stake by 19% in Q2 2026, selling an estimated $91.7K and leaving 2,633 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #103.

CMH Wealth Management first reported a position in STZ in Q1 2019 and has held it in 6 quarters since. The position peaked at $3.23M in Q3 2019. 150 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

CMH Wealth Management held 2,633 shares of Constellation Brands worth $366K as of Q2 2026.
CMH Wealth Management sold 617 Constellation Brands shares in Q2 2026, an estimated $91.7K.
Constellation Brands made up 0.06% of CMH Wealth Management's portfolio in Q2 2026, its #103 holding.
CMH Wealth Management first reported a position in Constellation Brands in Q1 2019 and has held it in 6 quarters since.
CMH Wealth Management's Constellation Brands position peaked at $3.23M in Q3 2019.
150 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.