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Edgestream Partners’s Constellation Brands STZ Stock Holding History

Edgestream Partners’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 		$1.7M Buy
12,240
+10,015
+450% +$1.49M 0.05% 559
2026
Q1 		$334K Buy
+2,225
New +$344K 0.01% 788
2025
Q2 		– Sell
-44,360
Closed -$8.14M – 1058
2025
Q1 		$8.14M Buy
+44,360
New +$8.06M 0.28% 86
2024
Q3 		– Sell
-1,075
Closed -$277K – 1069
2024
Q2 		$277K Sell
1,075
-86
-7% -$22.1K 0.01% 759
2024
Q1 		$316K Sell
1,161
-77
-6% -$19.5K 0.02% 710
2023
Q4 		$299K Sell
1,238
-1,671
-57% -$397K 0.02% 723
2023
Q3 		$731K Buy
2,909
+1,174
+68% +$306K 0.06% 494
2023
Q2 		$427K Buy
+1,735
New +$406K 0.04% 560
2022
Q4 		– Sell
-1,380
Closed -$317K – 632
2022
Q3 		$317K Buy
+1,380
New +$336K 0.02% 392
2021
Q2 		– Sell
-8,584
Closed -$1.96M – 527
2021
Q1 		$1.96M Sell
8,584
-8,585
-50% -$1.93M 0.11% 243
2020
Q4 		$3.76M Sell
17,169
-8,823
-34% -$1.73M 0.19% 158
2020
Q3 		$4.93M Buy
+25,992
New +$4.74M 0.32% 102
2018
Q3 		– Sell
-1,892
Closed -$414K – 330
2018
Q2 		$414K Buy
+1,892
New +$427K 0.08% 205
2018
Q1 		– Sell
-3,314
Closed -$757K – 262
2017
Q4 		$757K Sell
3,314
-14,023
-81% -$3.03M 0.91% 27
2017
Q3 		$3.46M Buy
+17,337
New +$3.43M 1.84% 10
2017
Q2 		– Sell
-32,043
Closed -$5.19M – 151
2017
Q1 		$5.19M Buy
32,043
+28,416
+783% +$4.43M 2.29% 9
2016
Q4 		$556K Sell
3,627
-5,201
-59% -$826K 1.15% 26
2016
Q3 		$1.47M Buy
+8,828
New +$1.46M 0.81% 33
2014
Q4 		– Sell
-2,844
Closed -$248K – 82
2014
Q3 		$248K Sell
2,844
-924
-25% -$80.3K 0.22% 70
2014
Q2 		$332K Buy
+3,768
New +$311K 0.21% 65

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

Edgestream Partners's STZ Position: Q2 2026 in Review

Edgestream Partners increased its Constellation Brands (STZ) stake by 450% in Q2 2026, buying an estimated $1.49M and bringing the position to 12,240 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #559.

Edgestream Partners first reported a position in STZ in Q2 2014 and has held it in 20 quarters since. The position peaked at $8.14M in Q1 2025. 1,029 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Edgestream Partners held 12,240 shares of Constellation Brands worth $1.7M as of Q2 2026.
  • Edgestream Partners bought 10,015 Constellation Brands shares in Q2 2026, an estimated $1.49M.
  • Constellation Brands made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #559 holding.
  • Edgestream Partners first reported a position in Constellation Brands in Q2 2014 and has held it in 20 quarters since.
  • Edgestream Partners's Constellation Brands position peaked at $8.14M in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.