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HFM Investment Advisors’s Constellation Brands STZ Stock Holding History

HFM Investment Advisors’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 		$2.09K Buy
15
+10
+200% +$1.49K ﹤0.01% 444
2026
Q1 		$750 Buy
5
+4
+400% +$618 ﹤0.01% 518
2025
Q4 		$138 Hold
1
– – ﹤0.01% 1116
2025
Q3 		$135 Sell
1
-3
-75% -$477 ﹤0.01% 1101
2025
Q2 		$651 Buy
4
+2
+100% +$359 ﹤0.01% 551
2025
Q1 		$368 Buy
+2
New +$363 ﹤0.01% 387

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's STZ Position: Q2 2026 in Review

HFM Investment Advisors increased its Constellation Brands (STZ) stake by 200% in Q2 2026, buying an estimated $1.49K and bringing the position to 15 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

HFM Investment Advisors first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • HFM Investment Advisors held 15 shares of Constellation Brands worth $2.09K as of Q2 2026.
  • HFM Investment Advisors bought 10 Constellation Brands shares in Q2 2026, an estimated $1.49K.
  • Constellation Brands made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #444 holding.
  • HFM Investment Advisors first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.