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IMG Wealth Management’s Constellation Brands STZ Stock Holding History

IMG 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 		$118K Sell
850
-8
-0.9% -$1.19K 0.07% 146
2026
Q1 		$129K Sell
858
-2
-0.2% -$309 0.08% 123
2025
Q4 		$119K Buy
860
+20
+2% +$2.74K 0.08% 124
2025
Q3 		$113K Hold
840
– – 0.08% 116
2025
Q2 		$137K Buy
+840
New +$151K 0.11% 101

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

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

IMG Wealth Management reduced its Constellation Brands (STZ) stake by 0.93% in Q2 2026, selling an estimated $1.19K and leaving 850 shares worth $118K. The position accounts for 0.07% of the portfolio, ranked #146.

IMG Wealth Management first reported a position in STZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $137K in Q2 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • IMG Wealth Management held 850 shares of Constellation Brands worth $118K as of Q2 2026.
  • IMG Wealth Management sold 8 Constellation Brands shares in Q2 2026, an estimated $1.19K.
  • Constellation Brands made up 0.07% of IMG Wealth Management's portfolio in Q2 2026, its #146 holding.
  • IMG Wealth Management first reported a position in Constellation Brands in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Constellation Brands position peaked at $137K in Q2 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.