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Coerente Capital Management’s Constellation Brands STZ Stock Holding History

Coerente Capital 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 		$15.6M Buy
112,019
+2,304
+2% +$342K 2.87% 18
2026
Q1 		$16.5M Buy
109,715
+32,729
+43% +$5.06M 3.06% 18
2025
Q4 		$10.6M Sell
76,986
-34,241
-31% -$4.7M 1.94% 20
2025
Q3 		$15M Buy
111,227
+216
+0.2% +$34.4K 2.66% 19
2025
Q2 		$18.1M Buy
111,011
+3,611
+3% +$648K 3.32% 14
2025
Q1 		$19.7M Buy
107,400
+17,064
+19% +$3.1M 3.84% 14
2024
Q4 		$20M Buy
90,336
+690
+0.8% +$164K 3.72% 13
2024
Q3 		$23.1M Buy
89,646
+1,042
+1% +$258K 4.31% 11
2024
Q2 		$22.8M Buy
88,604
+561
+0.6% +$144K 4.45% 10
2024
Q1 		$23.9M Sell
88,043
-840
-0.9% -$213K 4.52% 8
2023
Q4 		$21.5M Sell
88,883
-458
-0.5% -$109K 4.39% 10
2023
Q3 		$22.5M Sell
89,341
-559
-0.6% -$146K 5.01% 7
2023
Q2 		$22.1M Sell
89,900
-348
-0.4% -$81.4K 4.75% 9
2023
Q1 		$20.4M Sell
90,248
-626
-0.7% -$139K 4.58% 11
2022
Q4 		$21.1M Buy
90,874
+442
+0.5% +$106K 4.64% 10
2022
Q3 		$20.8M Sell
90,432
-642
-0.7% -$156K 4.99% 8
2022
Q2 		$21.2M Sell
91,074
-119
-0.1% -$29K 4.74% 8
2022
Q1 		$21M Buy
91,193
+1,361
+2% +$314K 4.19% 11
2021
Q4 		$22.5M Buy
89,832
+2,610
+3% +$595K 4.26% 10
2021
Q3 		$18.4M Sell
87,222
-2,286
-3% -$499K 3.8% 15
2021
Q2 		$20.9M Sell
89,508
-189
-0.2% -$44.4K 4.34% 9
2021
Q1 		$20.4M Buy
+89,697
New +$20.2M 4.47% 8

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

Coerente Capital Management's STZ Position: Q2 2026 in Review

Coerente Capital Management increased its Constellation Brands (STZ) stake by 2.1% in Q2 2026, buying an estimated $342K and bringing the position to 112,019 shares worth $15.6M. The position accounts for 2.87% of the portfolio, ranked #18.

Coerente Capital Management first reported a position in STZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $23.9M in Q1 2024. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Coerente Capital Management held 112,019 shares of Constellation Brands worth $15.6M as of Q2 2026.
  • Coerente Capital Management bought 2,304 Constellation Brands shares in Q2 2026, an estimated $342K.
  • Constellation Brands made up 2.87% of Coerente Capital Management's portfolio in Q2 2026, its #18 holding.
  • Coerente Capital Management first reported a position in Constellation Brands in Q1 2021 and has held it in 22 quarters since.
  • Coerente Capital Management's Constellation Brands position peaked at $23.9M in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Coerente Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.