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HB Wealth Management’s Constellation Brands STZ Stock Holding History

HB Wealth 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 		$1.4M Sell
10,052
-743
-7% -$110K 0.01% 601
2026
Q1 		$1.62M Buy
10,795
+72
+0.7% +$11.1K 0.01% 493
2025
Q4 		$1.48M Sell
10,723
-1,976
-16% -$271K 0.01% 502
2025
Q3 		$1.71M Sell
12,699
-634
-5% -$101K 0.01% 451
2025
Q2 		$2.17M Buy
13,333
+655
+5% +$117K 0.02% 358
2025
Q1 		$2.33M Buy
12,678
+7,416
+141% +$1.35M 0.02% 353
2024
Q4 		$1.16M Buy
5,262
+1,028
+24% +$244K 0.01% 388
2024
Q3 		$1.09M Buy
4,234
+1,569
+59% +$389K 0.01% 378
2024
Q2 		$686K Buy
2,665
+918
+53% +$236K 0.01% 454
2024
Q1 		$475K Buy
1,747
+166
+10% +$42K 0.01% 517
2023
Q4 		$382K Sell
1,581
-38
-2% -$9.04K 0.01% 526
2023
Q3 		$407K Buy
1,619
+330
+26% +$86.2K 0.01% 489
2023
Q2 		$317K Buy
1,289
+1
+0.1% +$234 0.01% 528
2023
Q1 		$291K Sell
1,288
-645
-33% -$144K 0.01% 542
2022
Q4 		$448K Buy
1,933
+866
+81% +$207K 0.01% 422
2022
Q3 		$245K Buy
1,067
+34
+3% +$8.29K 0.01% 485
2022
Q2 		$241K Buy
1,033
+82
+9% +$20K ﹤0.01% 498
2022
Q1 		$219K Sell
951
-374
-28% -$86.4K ﹤0.01% 545
2021
Q4 		$333K Buy
+1,325
New +$302K 0.01% 371

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

HB Wealth Management's STZ Position: Q2 2026 in Review

HB Wealth Management reduced its Constellation Brands (STZ) stake by 6.9% in Q2 2026, selling an estimated $110K and leaving 10,052 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #601.

HB Wealth Management first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q1 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • HB Wealth Management held 10,052 shares of Constellation Brands worth $1.4M as of Q2 2026.
  • HB Wealth Management sold 743 Constellation Brands shares in Q2 2026, an estimated $110K.
  • Constellation Brands made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #601 holding.
  • HB Wealth Management first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Constellation Brands position peaked at $2.33M in Q1 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.