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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

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

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 Q1 2019 and has held it in 5 quarters since. The position peaked at $407K in Q1 2019. 1,034 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 Q1 2019 and has held it in 5 quarters since.
  • Cornerstone Wealth Management's Constellation Brands position peaked at $407K in Q1 2019.
  • 1,034 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.