Global Trust Asset Management’s Constellation Brands STZ Stock Holding History

Global Trust Asset Management’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	$1.11K	Buy	+8	New	+$1.19K	﹤0.01%	433
2025 Q3	–	Sell	-55	Closed	-$8.95K	–	525
2025 Q2	$8.95K	Hold	55	–	–	﹤0.01%	384
2025 Q1	$10.1K	Hold	55	–	–	0.01%	359
2024 Q4	$12.2K	Sell	55 -325	-86%	-$77.2K	﹤0.01%	399
2024 Q3	$97.9K	Hold	380	–	–	0.04%	237
2024 Q2	$97.8K	Hold	380	–	–	0.04%	215
2024 Q1	$103K	Buy	380 +100	+36%	+$25.3K	0.04%	216
2023 Q4	$67.7K	Hold	280	–	–	0.03%	228
2023 Q3	$70.4K	Hold	280	–	–	0.03%	215
2023 Q2	$68.9K	Hold	280	–	–	0.03%	216
2023 Q1	$63.2K	Hold	280	–	–	0.03%	219
2022 Q4	$64.9K	Hold	280	–	–	0.03%	208
2022 Q3	$64K	Hold	280	–	–	0.03%	206
2022 Q2	$65K	Hold	280	–	–	0.03%	219
2022 Q1	$64K	Hold	280	–	–	0.03%	258
2021 Q4	$70K	Hold	280	–	–	0.03%	237
2021 Q3	$59K	Hold	280	–	–	0.03%	238
2021 Q2	$65K	Buy	280 +225	+409%	+$52.8K	0.03%	241
2021 Q1	$13K	Hold	55	–	–	0.01%	281
2020 Q4	$12K	Buy	+55	New	+$10.8K	0.01%	289
2018 Q2	–	Sell	-702	Closed	-$160K	–	411
2018 Q1	$160K	Sell	702 -1,252	-64%	-$276K	0.13%	144
2017 Q4	$447K	Buy	+1,954	New	+$422K	0.32%	92

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 $3.38T AUM 44.17% 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

Global Trust Asset Management's STZ Position: Q2 2026 in Review

Global Trust Asset Management opened a new position in Constellation Brands (STZ) in Q2 2026: 8 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Global Trust Asset Management previously reported a position in STZ as recently as Q2 2025.

Global Trust Asset Management first reported a position in STZ in Q4 2017 and has held it in 22 quarters since. The position peaked at $447K in Q4 2017. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Global Trust Asset Management held 8 shares of Constellation Brands worth $1.11K as of Q2 2026.
Constellation Brands was a new Global Trust Asset Management position in Q2 2026.
Constellation Brands made up ﹤0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #433 holding.
Global Trust Asset Management first reported a position in Constellation Brands in Q4 2017 and has held it in 22 quarters since.
Global Trust Asset Management's Constellation Brands position peaked at $447K in Q4 2017.
1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.