Creative Planning’s Constellation Brands STZ Stock Holding History

Creative Planning’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
2021 Q1	–	Sell	-100	Closed	-$3K	–	2717
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2289
2020 Q3	$1K	Buy	+100	New	+$18.2K	﹤0.01%	2129
2019 Q4	–	Sell	-500	Closed	-$10K	–	2106
2019 Q3	$10K	Sell	500 -3,200	-86%	-$643K	﹤0.01%	1904
2019 Q2	$32K	Sell	3,700 -500	-12%	-$97.6K	﹤0.01%	1854
2019 Q1	$17K	Buy	4,200 +500	+14%	+$84.2K	﹤0.01%	1850
2018 Q4	$10K	Hold	3,700	–	–	﹤0.01%	1830
2018 Q3	$75K	Buy	3,700 +500	+16%	+$106K	﹤0.01%	1829
2018 Q2	$88K	Hold	3,200	–	–	﹤0.01%	1791
2018 Q1	$129K	Buy	+3,200	New	+$705K	﹤0.01%	1704

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's STZ Position: Q2 2026 in Review

Creative Planning reduced its Constellation Brands (STZ) stake by 14% in Q2 2026, selling an estimated $1.7M and leaving 72,122 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #886.

Creative Planning first reported a position in STZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $20M in Q3 2023. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Creative Planning held 72,122 shares of Constellation Brands worth $10M as of Q2 2026.
Creative Planning sold 11,412 Constellation Brands shares in Q2 2026, an estimated $1.7M.
Constellation Brands made up 0.01% of Creative Planning's portfolio in Q2 2026, its #886 holding.
Creative Planning first reported a position in Constellation Brands in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Constellation Brands position peaked at $20M in Q3 2023.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.