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Cornerstone Planning Group’s Constellation Brands STZ Stock Holding History

Cornerstone Planning 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 		$13.6K Sell
103
-7
-6% -$1.04K ﹤0.01% 794
2026
Q1 		$16.5K Buy
110
+29
+36% +$4.48K ﹤0.01% 732
2025
Q4 		$12.7K Sell
81
-60
-43% -$8.23K ﹤0.01% 726
2025
Q3 		$18.2K Buy
141
+93
+194% +$14.8K ﹤0.01% 608
2025
Q2 		$8.22K Sell
48
-17
-26% -$3.05K ﹤0.01% 605
2025
Q1 		$12.2K Buy
65
+63
+3,150% +$11.4K ﹤0.01% 518
2024
Q4 		$376 Sell
2
-31
-94% -$7.37K ﹤0.01% 1217
2024
Q3 		$7.79K Buy
33
+2
+6% +$496 ﹤0.01% 470
2024
Q2 		$7.33K Sell
31
-29
-48% -$7.46K ﹤0.01% 499
2024
Q1 		$15.4K Sell
60
-136
-69% -$34.4K ﹤0.01% 333
2023
Q4 		$47.4K Buy
196
+4
+2% +$951 0.02% 192
2023
Q3 		$48.3K Buy
+192
New +$50.1K 0.02% 190

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's STZ Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Constellation Brands (STZ) stake by 6.4% in Q2 2026, selling an estimated $1.04K and leaving 103 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Cornerstone Planning Group first reported a position in STZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $48.3K in Q3 2023. 620 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Cornerstone Planning Group held 103 shares of Constellation Brands worth $13.6K as of Q2 2026.
  • Cornerstone Planning Group sold 7 Constellation Brands shares in Q2 2026, an estimated $1.04K.
  • Constellation Brands made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #794 holding.
  • Cornerstone Planning Group first reported a position in Constellation Brands in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Constellation Brands position peaked at $48.3K in Q3 2023.
  • 620 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.