J. Goldman & Co’s Constellation Brands STZ Stock Holding History

J. Goldman & Co’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	$9.88M	Buy	+71,067	New	+$10.6M	0.26%	105
2024 Q3	–	Sell	-431,859	Closed	-$111M	–	609
2024 Q2	$111M	Buy	+431,859	New	+$111M	3.14%	2
2023 Q2	–	Sell	-168,223	Closed	-$38M	–	490
2023 Q1	$38M	Buy	+168,223	New	+$37.4M	1.54%	10
2016 Q4	–	Sell	-8,300	Closed	-$1.38M	–	378
2016 Q3	$1.38M	Buy	8,300 +1,500	+22%	+$247K	0.08%	216
2016 Q2	$1.13M	Buy	+6,800	New	+$1.06M	0.06%	246

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

J. Goldman & Co's STZ Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Constellation Brands (STZ) in Q2 2026: 71,067 shares worth $9.88M. The stake represents 0.26% of the portfolio and ranks #105 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in STZ as recently as Q2 2024.

J. Goldman & Co first reported a position in STZ in Q2 2016 and has held it in 5 quarters since. The position peaked at $111M in Q2 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

J. Goldman & Co held 71,067 shares of Constellation Brands worth $9.88M as of Q2 2026.
Constellation Brands was a new J. Goldman & Co position in Q2 2026.
Constellation Brands made up 0.26% of J. Goldman & Co's portfolio in Q2 2026, its #105 holding.
J. Goldman & Co first reported a position in Constellation Brands in Q2 2016 and has held it in 5 quarters since.
J. Goldman & Co's Constellation Brands position peaked at $111M in Q2 2024.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.