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FLC Capital Advisors’s Constellation Brands STZ Stock Holding History

FLC Capital 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 		$477K Sell
3,433
-1,004
-23% -$149K 0.08% 138
2026
Q1 		$666K Sell
4,437
-300
-6% -$46.3K 0.12% 111
2025
Q4 		$654K Sell
4,737
-558
-11% -$76.6K 0.12% 107
2025
Q3 		$713K Buy
5,295
+702
+15% +$112K 0.14% 93
2025
Q2 		$747K Buy
4,593
+464
+11% +$83.2K 0.15% 85
2025
Q1 		$758K Buy
4,129
+591
+17% +$107K 0.17% 85
2024
Q4 		$782K Hold
3,538
– – 0.18% 79
2024
Q3 		$912K Buy
+3,538
New +$877K 0.21% 68

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

FLC Capital Advisors's STZ Position: Q2 2026 in Review

FLC Capital Advisors reduced its Constellation Brands (STZ) stake by 23% in Q2 2026, selling an estimated $149K and leaving 3,433 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #138.

FLC Capital Advisors first reported a position in STZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $912K in Q3 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • FLC Capital Advisors held 3,433 shares of Constellation Brands worth $477K as of Q2 2026.
  • FLC Capital Advisors sold 1,004 Constellation Brands shares in Q2 2026, an estimated $149K.
  • Constellation Brands made up 0.08% of FLC Capital Advisors's portfolio in Q2 2026, its #138 holding.
  • FLC Capital Advisors first reported a position in Constellation Brands in Q3 2024 and has held it in 8 quarters since.
  • FLC Capital Advisors's Constellation Brands position peaked at $912K in Q3 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.