Fortress Private Ledger’s Constellation Brands STZ Stock Holding History

Fortress Private Ledger’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	$554K	Sell	3,980 -84	-2%	-$12.5K	0.15%	148
2026 Q1	$610K	Sell	4,064 -865	-18%	-$134K	0.19%	111
2025 Q4	$680K	Sell	4,929 -165	-3%	-$22.6K	0.22%	91
2025 Q3	$686K	Buy	5,094 +56	+1%	+$8.91K	0.25%	80
2025 Q2	$820K	Sell	5,038 -145	-3%	-$26K	0.37%	61
2025 Q1	$951K	Buy	5,183 +26	+0.5%	+$4.72K	0.53%	46
2024 Q4	$1.14M	Buy	+5,157	New	+$1.23M	0.7%	33

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

Fortress Private Ledger's STZ Position: Q2 2026 in Review

Fortress Private Ledger reduced its Constellation Brands (STZ) stake by 2.1% in Q2 2026, selling an estimated $12.5K and leaving 3,980 shares worth $554K. The position accounts for 0.15% of the portfolio, ranked #148.

Fortress Private Ledger first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Fortress Private Ledger held 3,980 shares of Constellation Brands worth $554K as of Q2 2026.
Fortress Private Ledger sold 84 Constellation Brands shares in Q2 2026, an estimated $12.5K.
Constellation Brands made up 0.15% of Fortress Private Ledger's portfolio in Q2 2026, its #148 holding.
Fortress Private Ledger first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
Fortress Private Ledger's Constellation Brands position peaked at $1.14M in Q4 2024.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.