Financial Perspectives’s Constellation Brands STZ Stock Holding History

Financial Perspectives’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	$55.6K	Hold	400	–	–	0.01%	319
2026 Q1	$60K	Hold	400	–	–	0.02%	287
2025 Q4	$55.2K	Hold	400	–	–	0.01%	302
2025 Q3	$53.9K	Hold	400	–	–	0.01%	308
2025 Q2	$65.1K	Hold	400	–	–	0.02%	274
2025 Q1	$73.4K	Hold	400	–	–	0.03%	250
2024 Q4	$88.4K	Hold	400	–	–	0.03%	233
2024 Q3	$103K	Hold	400	–	–	0.04%	207
2024 Q2	$103K	Hold	400	–	–	0.04%	200
2024 Q1	$109K	Hold	400	–	–	0.04%	198
2023 Q4	$96.7K	Hold	400	–	–	0.04%	203
2023 Q3	$101K	Hold	400	–	–	0.05%	184
2023 Q2	$98.5K	Hold	400	–	–	0.04%	193
2023 Q1	$90.4K	Hold	400	–	–	0.04%	194
2022 Q4	$92.7K	Hold	400	–	–	0.05%	183
2022 Q3	$91.9K	Hold	400	–	–	0.05%	177
2022 Q2	$93.2K	Hold	400	–	–	0.05%	177
2022 Q1	$92.1K	Hold	400	–	–	0.04%	198
2021 Q4	$100K	Hold	400	–	–	0.05%	175
2021 Q3	$84.3K	Hold	400	–	–	0.04%	185
2021 Q2	$93.6K	Sell	400 -90,800	-100%	-$21.3M	0.05%	192
2021 Q1	$400K	Buy	91,200 +90,800	+22,700%	+$20.5M	0.02%	317
2020 Q4	$87.6K	Hold	400	–	–	0.05%	177
2020 Q3	$75.8K	Hold	400	–	–	0.05%	163
2020 Q2	$70K	Hold	400	–	–	0.05%	162
2020 Q1	$57.3K	Hold	400	–	–	0.05%	156
2019 Q4	$75.9K	Buy	+400	New	+$75.5K	0.05%	143

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

Financial Perspectives's STZ Position: Q2 2026 in Review

Financial Perspectives held its Constellation Brands (STZ) position steady in Q2 2026 at 400 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #319.

Financial Perspectives first reported a position in STZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $400K in Q1 2021. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Financial Perspectives held 400 shares of Constellation Brands worth $55.6K as of Q2 2026.
Financial Perspectives left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #319 holding.
Financial Perspectives first reported a position in Constellation Brands in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Constellation Brands position peaked at $400K in Q1 2021.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.