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Cooper Financial Group’s Constellation Brands STZ Stock Holding History

Cooper Financial 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 		$542K Sell
3,897
-542
-12% -$80.6K 0.04% 255
2026
Q1 		$666K Buy
4,439
+133
+3% +$20.5K 0.07% 212
2025
Q4 		$594K Buy
4,306
+224
+5% +$30.7K 0.06% 217
2025
Q3 		$550K Sell
4,082
-189
-4% -$30.1K 0.06% 226
2025
Q2 		$695K Buy
4,271
+703
+20% +$126K 0.08% 198
2025
Q1 		$655K Buy
3,568
+307
+9% +$55.8K 0.09% 200
2024
Q4 		$721K Sell
3,261
-133
-4% -$31.6K 0.09% 186
2024
Q3 		$875K Sell
3,394
-45
-1% -$11.2K 0.11% 158
2024
Q2 		$885K Buy
3,439
+353
+11% +$90.8K 0.13% 141
2024
Q1 		$839K Buy
3,086
+275
+10% +$69.6K 0.14% 140
2023
Q4 		$680K Buy
2,811
+336
+14% +$79.9K 0.12% 158
2023
Q3 		$622K Buy
2,475
+79
+3% +$20.6K 0.15% 158
2023
Q2 		$590K Buy
2,396
+928
+63% +$217K 0.15% 162
2023
Q1 		$332K Buy
+1,468
New +$327K 0.09% 227

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

Cooper Financial Group's STZ Position: Q2 2026 in Review

Cooper Financial Group reduced its Constellation Brands (STZ) stake by 12% in Q2 2026, selling an estimated $80.6K and leaving 3,897 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #255.

Cooper Financial Group first reported a position in STZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $885K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Cooper Financial Group held 3,897 shares of Constellation Brands worth $542K as of Q2 2026.
  • Cooper Financial Group sold 542 Constellation Brands shares in Q2 2026, an estimated $80.6K.
  • Constellation Brands made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #255 holding.
  • Cooper Financial Group first reported a position in Constellation Brands in Q1 2023 and has held it in 14 quarters since.
  • Cooper Financial Group's Constellation Brands position peaked at $885K in Q2 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.