Cornerstone Wealth Management’s Constellation Brands STZ Stock Holding History

Cornerstone 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	$323K	Sell	2,320 -236	-9%	-$35.1K	0.01%	590
2026 Q1	$383K	Sell	2,556 -75	-3%	-$11.6K	0.02%	515
2025 Q4	$363K	Sell	2,631 -56	-2%	-$7.68K	0.02%	500
2025 Q3	$362K	Buy	+2,687	New	+$427K	0.02%	492
2019 Q2	–	Sell	-637	Closed	-$407K	–	488
2019 Q1	$407K	Buy	+637	New	+$107K	0.05%	304
2018 Q4	–	Sell	-112,346	Closed	-$540K	–	1043
2018 Q3	$540K	Buy	112,346 +82,100	+271%	+$17.5M	0.01%	891
2018 Q2	$140K	Buy	+30,246	New	+$6.83M	﹤0.01%	1388

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Constellation Brands (STZ) stake by 9.2% in Q2 2026, selling an estimated $35.1K and leaving 2,320 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #590.

Cornerstone Wealth Management first reported a position in STZ in Q2 2018 and has held it in 7 quarters since. The position peaked at $540K in Q3 2018. 293 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Cornerstone Wealth Management held 2,320 shares of Constellation Brands worth $323K as of Q2 2026.
Cornerstone Wealth Management sold 236 Constellation Brands shares in Q2 2026, an estimated $35.1K.
Constellation Brands made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #590 holding.
Cornerstone Wealth Management first reported a position in Constellation Brands in Q2 2018 and has held it in 7 quarters since.
Cornerstone Wealth Management's Constellation Brands position peaked at $540K in Q3 2018.
293 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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