Evergreen Capital Management’s Constellation Brands STZ Stock Holding History

Evergreen Capital Management’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	$245K	Sell	1,758 -256	-13%	-$38.1K	﹤0.01%	1347
2026 Q1	$302K	Sell	2,014 -176	-8%	-$27.2K	0.01%	1116
2025 Q4	$302K	Buy	+2,190	New	+$300K	0.01%	1030
2025 Q2	–	Sell	-1,418	Closed	-$260K	–	1247
2025 Q1	$260K	Buy	+1,418	New	+$258K	0.01%	838
2022 Q2	–	Sell	-914	Closed	-$211K	–	678
2022 Q1	$211K	Sell	914 -39	-4%	-$9.01K	0.01%	598
2021 Q4	$239K	Buy	+953	New	+$217K	0.01%	545

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

Evergreen Capital Management's STZ Position: Q2 2026 in Review

Evergreen Capital Management reduced its Constellation Brands (STZ) stake by 13% in Q2 2026, selling an estimated $38.1K and leaving 1,758 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Evergreen Capital Management first reported a position in STZ in Q4 2021 and has held it in 6 quarters since. The position peaked at $302K in Q4 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Evergreen Capital Management held 1,758 shares of Constellation Brands worth $245K as of Q2 2026.
Evergreen Capital Management sold 256 Constellation Brands shares in Q2 2026, an estimated $38.1K.
Constellation Brands made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1347 holding.
Evergreen Capital Management first reported a position in Constellation Brands in Q4 2021 and has held it in 6 quarters since.
Evergreen Capital Management's Constellation Brands position peaked at $302K in Q4 2025.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.