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Financial Management Professionals’s Constellation Brands STZ Stock Holding History

Financial Management Professionals’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 		$8.62K Buy
62
+2
+3% +$297 ﹤0.01% 611
2026
Q1 		$9K Hold
60
– – ﹤0.01% 552
2025
Q4 		$8.28K Buy
60
+13
+28% +$1.78K ﹤0.01% 559
2025
Q3 		$6.33K Sell
47
-6
-11% -$954 ﹤0.01% 574
2025
Q2 		$8.62K Buy
53
+5
+10% +$897 ﹤0.01% 564
2025
Q1 		$8.81K Sell
48
-18
-27% -$3.27K ﹤0.01% 547
2024
Q4 		$14.6K Buy
66
+5
+8% +$1.19K ﹤0.01% 459
2024
Q3 		$16K Buy
61
+3
+5% +$744 ﹤0.01% 454
2024
Q2 		$15K Hold
58
– – ﹤0.01% 435
2024
Q1 		$16K Buy
58
+2
+4% +$506 ﹤0.01% 466
2023
Q4 		$14K Sell
56
-3
-5% -$713 ﹤0.01% 487
2023
Q3 		$15K Sell
59
-27
-31% -$7.05K ﹤0.01% 427
2023
Q2 		$21K Buy
86
+1
+1% +$234 ﹤0.01% 402
2023
Q1 		$19K Sell
85
-412
-83% -$91.7K ﹤0.01% 442
2022
Q4 		$115K Sell
497
-26
-5% -$6.22K 0.02% 147
2022
Q3 		$120K Buy
523
+427
+445% +$104K 0.03% 139
2022
Q2 		$22K Buy
96
+17
+22% +$4.14K 0.01% 342
2022
Q1 		$18K Buy
79
+2
+3% +$462 ﹤0.01% 385
2021
Q4 		$19K Sell
77
-30
-28% -$6.84K ﹤0.01% 348
2021
Q3 		$23K Buy
107
+60
+128% +$13.1K 0.01% 314
2021
Q2 		$11K Hold
47
– – ﹤0.01% 392
2021
Q1 		$11K Hold
47
– – ﹤0.01% 359
2020
Q4 		$10K Hold
47
– – ﹤0.01% 358
2020
Q3 		$9K Hold
47
– – ﹤0.01% 332
2020
Q2 		$8K Buy
+47
New +$7.83K ﹤0.01% 337

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

Financial Management Professionals's STZ Position: Q2 2026 in Review

Financial Management Professionals increased its Constellation Brands (STZ) stake by 3.3% in Q2 2026, buying an estimated $297 and bringing the position to 62 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Financial Management Professionals first reported a position in STZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $120K in Q3 2022. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Financial Management Professionals held 62 shares of Constellation Brands worth $8.62K as of Q2 2026.
  • Financial Management Professionals bought 2 Constellation Brands shares in Q2 2026, an estimated $297.
  • Constellation Brands made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #611 holding.
  • Financial Management Professionals first reported a position in Constellation Brands in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's Constellation Brands position peaked at $120K in Q3 2022.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.