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Howe & Rusling’s Constellation Brands STZ Stock Holding History

Howe & Rusling’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
2025
Q4 		– Hold
0
– -$53.9K – 501
2025
Q3 		– Hold
0
– – – 349
2021
Q3 		– Sell
-1,000
Closed -$234K – 1031
2021
Q2 		$234K Buy
+1,000
New +$235K 0.03% 169

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

Howe & Rusling's STZ Position: Q2 2026 in Review

Howe & Rusling increased its Constellation Brands (STZ) stake by 2.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 4,877 shares worth $678K. The position accounts for 0.04% of the portfolio, ranked #165.

Howe & Rusling first reported a position in STZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.6M in Q1 2024. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Howe & Rusling held 4,877 shares of Constellation Brands worth $678K as of Q2 2026.
  • Howe & Rusling bought 113 Constellation Brands shares in Q2 2026, an estimated $16.8K.
  • Constellation Brands made up 0.04% of Howe & Rusling's portfolio in Q2 2026, its #165 holding.
  • Howe & Rusling first reported a position in Constellation Brands in Q2 2013 and has held it in 53 quarters since.
  • Howe & Rusling's Constellation Brands position peaked at $17.6M in Q1 2024.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.