Cornerstone Financial Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.45K Buy
32
+10
+45% +$1.49K ﹤0.01% 648
2026
Q1
$3.3K Sell
22
-13
-37% -$2.01K ﹤0.01% 592
2025
Q4
$4.83K Buy
+35
New +$4.8K ﹤0.01% 434

Other funds holding STZ

Cornerstone Financial Management's STZ Position: Q2 2026 in Review

Cornerstone Financial Management increased its Constellation Brands (STZ) stake by 45% in Q2 2026, buying an estimated $1.49K and bringing the position to 32 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Cornerstone Financial Management first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.83K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Cornerstone Financial Management held 32 shares of Constellation Brands worth $4.45K as of Q2 2026.
  • Cornerstone Financial Management bought 10 Constellation Brands shares in Q2 2026, an estimated $1.49K.
  • Constellation Brands made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #648 holding.
  • Cornerstone Financial Management first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Constellation Brands position peaked at $4.83K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.