FFO
STZ icon

Fortitude Family Office’s Constellation Brands STZ Stock Holding History

Fortitude Family Office’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 		$11K Buy
79
+3
+4% +$446 ﹤0.01% 736
2026
Q1 		$11.4K Buy
76
+44
+138% +$6.8K ﹤0.01% 604
2025
Q4 		$4.42K Sell
32
-20
-38% -$2.74K ﹤0.01% 860
2025
Q3 		$7K Sell
52
-21
-29% -$3.34K ﹤0.01% 692
2025
Q2 		$11.9K Buy
73
+11
+18% +$1.97K ﹤0.01% 504
2025
Q1 		$11.4K Hold
62
– – ﹤0.01% 509
2024
Q4 		$13.7K Sell
62
-37
-37% -$8.79K ﹤0.01% 540
2024
Q3 		$25.5K Buy
99
+37
+60% +$9.17K 0.01% 370
2024
Q2 		$16K Buy
62
+25
+68% +$6.43K 0.01% 335
2024
Q1 		$10.1K Hold
37
– – 0.01% 394
2023
Q4 		$8.95K Buy
+37
New +$8.8K 0.01% 444

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

Fortitude Family Office's STZ Position: Q2 2026 in Review

Fortitude Family Office increased its Constellation Brands (STZ) stake by 3.9% in Q2 2026, buying an estimated $446 and bringing the position to 79 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Fortitude Family Office first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.5K in Q3 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Fortitude Family Office held 79 shares of Constellation Brands worth $11K as of Q2 2026.
  • Fortitude Family Office bought 3 Constellation Brands shares in Q2 2026, an estimated $446.
  • Constellation Brands made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #736 holding.
  • Fortitude Family Office first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Constellation Brands position peaked at $25.5K in Q3 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.