EWA
STZ icon

EP Wealth Advisors’s Constellation Brands STZ Stock Holding History

EP Wealth 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 		$22.2M Buy
159,850
+18,184
+13% +$2.7M 0.09% 166
2026
Q1 		$21.2M Buy
141,666
+8,211
+6% +$1.27M 0.1% 131
2025
Q4 		$18.4M Buy
+133,455
New +$18.3M 0.1% 140
2025
Q2 		$19.9M Buy
122,187
+116,275
+1,967% +$20.9M 0.13% 128
2025
Q1 		$1.08M Buy
+5,912
New +$1.07M 0.01% 482
2024
Q4 		– Sell
-805
Closed -$207K – 1316
2024
Q3 		$207K Buy
+805
New +$200K ﹤0.01% 1030
2022
Q3 		– Sell
-2,856
Closed -$666K – 610
2022
Q2 		$666K Buy
2,856
+1,989
+229% +$484K 0.02% 320
2022
Q1 		$200K Buy
+867
New +$200K ﹤0.01% 574

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

EP Wealth Advisors's STZ Position: Q2 2026 in Review

EP Wealth Advisors increased its Constellation Brands (STZ) stake by 13% in Q2 2026, buying an estimated $2.7M and bringing the position to 159,850 shares worth $22.2M. The position accounts for 0.09% of the portfolio, ranked #166.

EP Wealth Advisors first reported a position in STZ in Q1 2022 and has held it in 8 quarters since. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • EP Wealth Advisors held 159,850 shares of Constellation Brands worth $22.2M as of Q2 2026.
  • EP Wealth Advisors bought 18,184 Constellation Brands shares in Q2 2026, an estimated $2.7M.
  • Constellation Brands made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • EP Wealth Advisors first reported a position in Constellation Brands in Q1 2022 and has held it in 8 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.