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STZ icon

Guidance Capital’s Constellation Brands STZ Stock Holding History

Guidance Capital’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 		$645K Sell
4,749
-313
-6% -$46.5K 0.14% 149
2026
Q1 		$758K Buy
5,062
+807
+19% +$125K 0.17% 129
2025
Q4 		$684K Buy
+4,255
New +$584K 0.17% 133
2025
Q3 		– Sell
-1,455
Closed -$242K – 210
2025
Q2 		$242K Sell
1,455
-106
-7% -$19K 0.07% 188
2025
Q1 		$292K Sell
1,561
-648
-29% -$118K 0.09% 180
2024
Q4 		$405K Buy
2,209
+104
+5% +$24.7K 0.12% 159
2024
Q3 		$508K Buy
2,105
+795
+61% +$197K 0.16% 136
2024
Q2 		$321K Buy
1,310
+339
+35% +$87.2K 0.11% 151
2024
Q1 		$251K Buy
+971
New +$246K 0.09% 156

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Guidance Capital's STZ Position: Q2 2026 in Review

Guidance Capital reduced its Constellation Brands (STZ) stake by 6.2% in Q2 2026, selling an estimated $46.5K and leaving 4,749 shares worth $645K. The position accounts for 0.14% of the portfolio, ranked #149.

Guidance Capital first reported a position in STZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $758K in Q1 2026. 193 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Guidance Capital held 4,749 shares of Constellation Brands worth $645K as of Q2 2026.
  • Guidance Capital sold 313 Constellation Brands shares in Q2 2026, an estimated $46.5K.
  • Constellation Brands made up 0.14% of Guidance Capital's portfolio in Q2 2026, its #149 holding.
  • Guidance Capital first reported a position in Constellation Brands in Q1 2024 and has held it in 9 quarters since.
  • Guidance Capital's Constellation Brands position peaked at $758K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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