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High Note Wealth’s Constellation Brands STZ Stock Holding History

High Note Wealth’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 		$9.88K Sell
71
-12
-14% -$1.78K ﹤0.01% 413
2026
Q1 		$12.4K Buy
83
+12
+17% +$1.85K ﹤0.01% 334
2025
Q4 		$9.79K Buy
71
+4
+6% +$549 ﹤0.01% 342
2025
Q3 		$9.02K Sell
67
-11
-14% -$1.75K ﹤0.01% 332
2025
Q2 		$12.7K Buy
78
+24
+44% +$4.3K ﹤0.01% 280
2025
Q1 		$9.91K Sell
54
-17
-24% -$3.09K ﹤0.01% 295
2024
Q4 		$15.7K Buy
+71
New +$16.9K ﹤0.01% 253

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

High Note Wealth's STZ Position: Q2 2026 in Review

High Note Wealth reduced its Constellation Brands (STZ) stake by 14% in Q2 2026, selling an estimated $1.78K and leaving 71 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

High Note Wealth first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • High Note Wealth held 71 shares of Constellation Brands worth $9.88K as of Q2 2026.
  • High Note Wealth sold 12 Constellation Brands shares in Q2 2026, an estimated $1.78K.
  • Constellation Brands made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #413 holding.
  • High Note Wealth first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Constellation Brands position peaked at $15.7K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.