CFO
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CVA Family Office’s Constellation Brands STZ Stock Holding History

CVA Family Office’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 		$46.2K Sell
332
-6
-2% -$892 ﹤0.01% 621
2026
Q1 		$50.7K Buy
338
+111
+49% +$17.1K 0.01% 594
2025
Q4 		$31.3K Sell
227
-82
-27% -$11.3K ﹤0.01% 618
2025
Q3 		$41.6K Buy
309
+271
+713% +$43.1K 0.01% 578
2025
Q2 		$6.2K Sell
38
-74
-66% -$13.3K ﹤0.01% 863
2025
Q1 		$20.6K Buy
112
+32
+40% +$5.81K ﹤0.01% 678
2024
Q4 		$17.7K Sell
80
-215
-73% -$51.1K ﹤0.01% 697
2024
Q3 		$76.1K Buy
295
+55
+23% +$13.6K 0.01% 426
2024
Q2 		$61.8K Sell
240
-2
-0.8% -$514 0.01% 450
2024
Q1 		$65.8K Sell
242
-3
-1% -$759 0.01% 434
2023
Q4 		$59.3K Buy
+245
New +$58.3K 0.01% 438
2023
Q3 		– Sell
-110
Closed -$27.1K – 852
2023
Q2 		$27.1K Buy
110
+84
+323% +$19.7K 0.01% 562
2023
Q1 		$5.9K Sell
26
-14
-35% -$3.12K ﹤0.01% 756
2022
Q4 		$9.3K Sell
40
-10
-20% -$2.39K ﹤0.01% 668
2022
Q3 		$12K Hold
50
– – ﹤0.01% 609
2022
Q2 		$12K Hold
50
– – ﹤0.01% 620
2022
Q1 		$12K Sell
50
-110
-69% -$25.4K ﹤0.01% 654
2021
Q4 		$40K Buy
160
+156
+3,900% +$35.6K 0.01% 403
2021
Q3 		$1K Sell
4
-141
-97% -$30.8K ﹤0.01% 354
2021
Q2 		$34K Buy
145
+15
+12% +$3.52K 0.01% 424
2021
Q1 		$30K Buy
130
+126
+3,150% +$28.4K 0.01% 340
2020
Q4 		$1K Hold
4
– – ﹤0.01% 348
2020
Q3 		$1K Hold
4
– – ﹤0.01% 354
2020
Q2 		$1K Hold
4
– – ﹤0.01% 316
2020
Q1 		$1K Buy
+4
New +$706 ﹤0.01% 301

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

CVA Family Office's STZ Position: Q2 2026 in Review

CVA Family Office reduced its Constellation Brands (STZ) stake by 1.8% in Q2 2026, selling an estimated $892 and leaving 332 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

CVA Family Office first reported a position in STZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $76.1K in Q3 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • CVA Family Office held 332 shares of Constellation Brands worth $46.2K as of Q2 2026.
  • CVA Family Office sold 6 Constellation Brands shares in Q2 2026, an estimated $892.
  • Constellation Brands made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #621 holding.
  • CVA Family Office first reported a position in Constellation Brands in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Constellation Brands position peaked at $76.1K in Q3 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.