Creative Planning’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Other funds holding STZ
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.