Cresta Advisors’s Constellation Brands STZ Stock Holding History

Cresta Advisors’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	$452K	Hold	3,250	–	–	0.16%	46
2026 Q1	$488K	Buy	3,250 +1,750	+117%	+$270K	0.2%	42
2025 Q4	$207K	Hold	1,500	–	–	0.09%	53
2025 Q3	$202K	Buy	+1,500	New	+$239K	0.09%	48
2024 Q1	–	Sell	-1,600	Closed	-$387K	–	52
2023 Q4	$387K	Buy	+1,600	New	+$381K	0.26%	45
2022 Q4	–	Sell	-1,000	Closed	-$230K	–	37
2022 Q3	$230K	Buy	+1,000	New	+$244K	0.28%	28

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

Cresta Advisors's STZ Position: Q2 2026 in Review

Cresta Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 3,250 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #46.

Cresta Advisors first reported a position in STZ in Q3 2022 and has held it in 6 quarters since. The position peaked at $488K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Cresta Advisors held 3,250 shares of Constellation Brands worth $452K as of Q2 2026.
Cresta Advisors left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up 0.16% of Cresta Advisors's portfolio in Q2 2026, its #46 holding.
Cresta Advisors first reported a position in Constellation Brands in Q3 2022 and has held it in 6 quarters since.
Cresta Advisors's Constellation Brands position peaked at $488K in Q1 2026.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.