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 Q3	$238K	Sell	2,108 -212	-9%	-$27.3K	0.01%	672
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Cornerstone Wealth Management's STZ Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Constellation Brands (STZ) stake by 9.1% in Q3 2026, selling an estimated $27.3K and leaving 2,108 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #672.

Cornerstone Wealth Management first reported a position in STZ in Q1 2019 and has held it in 6 quarters since. The position peaked at $407K in Q1 2019. 576 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Cornerstone Wealth Management held 2,108 shares of Constellation Brands worth $238K as of Q3 2026.
Cornerstone Wealth Management sold 212 Constellation Brands shares in Q3 2026, an estimated $27.3K.
Constellation Brands made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #672 holding.
Cornerstone Wealth Management first reported a position in Constellation Brands in Q1 2019 and has held it in 6 quarters since.
Cornerstone Wealth Management's Constellation Brands position peaked at $407K in Q1 2019.
576 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.