HWM
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HighMark Wealth Management’s Constellation Brands STZ Stock Holding History

HighMark 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 		$3.76K Buy
27
+25
+1,250% +$3.72K ﹤0.01% 420
2026
Q1 		$309 Hold
2
– – ﹤0.01% 520
2025
Q4 		$285 Hold
2
– – ﹤0.01% 557
2025
Q3 		$278 Hold
2
– – ﹤0.01% 571
2025
Q2 		$336 Sell
2
-32
-94% -$5.74K ﹤0.01% 573
2025
Q1 		$6.25K Hold
34
– – ﹤0.01% 344
2024
Q4 		$7.53K Hold
34
– – ﹤0.01% 333
2024
Q3 		$8.78K Sell
34
-2
-6% -$496 ﹤0.01% 316
2024
Q2 		$9.28K Sell
36
-25
-41% -$6.43K 0.01% 291
2024
Q1 		$17.7K Hold
61
– – 0.01% 210
2023
Q4 		$14.8K Buy
61
+6
+11% +$1.43K 0.01% 223
2023
Q3 		$13.8K Sell
55
-3
-5% -$783 0.01% 222
2023
Q2 		$13.3K Buy
58
+4
+7% +$936 0.01% 224
2023
Q1 		$12.2K Buy
54
+5
+10% +$1.11K 0.01% 269
2022
Q4 		$11.4K Buy
49
+6
+14% +$1.44K 0.01% 232
2022
Q3 		$10K Sell
43
-1
-2% -$244 0.01% 251
2022
Q2 		$10K Buy
44
+5
+13% +$1.22K 0.01% 251
2022
Q1 		$9K Buy
39
+22
+129% +$5.08K 0.01% 286
2021
Q4 		$4K Sell
17
-10
-37% -$2.28K ﹤0.01% 387
2021
Q3 		$6K Sell
27
-1
-4% -$218 ﹤0.01% 335
2021
Q2 		$7K Sell
28
-7
-20% -$1.64K 0.01% 316
2021
Q1 		$8K Buy
35
+6
+21% +$1.35K 0.01% 278
2020
Q4 		$6K Buy
29
+3
+12% +$590 0.01% 317
2020
Q3 		$5K Hold
26
– – ﹤0.01% 326
2020
Q2 		$5K Sell
26
-10
-28% -$1.67K 0.01% 315
2020
Q1 		$5K Sell
36
-13
-27% -$2.29K 0.01% 238
2019
Q4 		$9K Buy
+49
New +$9.25K 0.01% 232

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

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

HighMark Wealth Management increased its Constellation Brands (STZ) stake by 1,250% in Q2 2026, buying an estimated $3.72K and bringing the position to 27 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

HighMark Wealth Management first reported a position in STZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.7K in Q1 2024. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • HighMark Wealth Management held 27 shares of Constellation Brands worth $3.76K as of Q2 2026.
  • HighMark Wealth Management bought 25 Constellation Brands shares in Q2 2026, an estimated $3.72K.
  • Constellation Brands made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #420 holding.
  • HighMark Wealth Management first reported a position in Constellation Brands in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's Constellation Brands position peaked at $17.7K in Q1 2024.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.