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HUB Investment Partners’s Constellation Brands STZ Stock Holding History

HUB Investment Partners’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 		$298K Sell
2,140
-1,374
-39% -$204K 0.01% 998
2026
Q1 		$527K Sell
3,514
-4,819
-58% -$745K 0.01% 552
2025
Q4 		$1.15M Sell
8,333
-6,605
-44% -$906K 0.03% 280
2025
Q3 		$2.01M Sell
14,938
-13,700
-48% -$2.18M 0.07% 193
2025
Q2 		$4.66M Buy
28,638
+439
+2% +$78.7K 0.16% 125
2025
Q1 		$5.18M Sell
28,199
-3,671
-12% -$667K 0.21% 105
2024
Q4 		$7.04M Sell
31,870
-4,290
-12% -$1.02M 0.3% 85
2024
Q3 		$9.32M Buy
36,160
+81
+0.2% +$20.1K 0.41% 66
2024
Q2 		$9.28M Buy
36,079
+142
+0.4% +$36.5K 0.35% 62
2024
Q1 		$9.77M Buy
35,937
+428
+1% +$108K 0.53% 52
2023
Q4 		$8.58M Buy
+35,509
New +$8.44M 0.59% 44

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

HUB Investment Partners's STZ Position: Q2 2026 in Review

HUB Investment Partners reduced its Constellation Brands (STZ) stake by 39% in Q2 2026, selling an estimated $204K and leaving 2,140 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #998.

HUB Investment Partners first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.77M in Q1 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • HUB Investment Partners held 2,140 shares of Constellation Brands worth $298K as of Q2 2026.
  • HUB Investment Partners sold 1,374 Constellation Brands shares in Q2 2026, an estimated $204K.
  • Constellation Brands made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #998 holding.
  • HUB Investment Partners first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
  • HUB Investment Partners's Constellation Brands position peaked at $9.77M in Q1 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.