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J. Safra Sarasin Holding’s Constellation Brands STZ Stock Holding History

J. Safra Sarasin Holding’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 		$658K Buy
+4,728
New +$703K 0.01% 484
2024
Q4 		– Sell
-10,137
Closed -$2.61M – 507
2024
Q3 		$2.61M Sell
10,137
-318
-3% -$78.8K 0.05% 191
2024
Q2 		$2.69M Buy
+10,455
New +$2.69M 0.05% 189

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 $3.38T AUM 44.17% 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

J. Safra Sarasin Holding's STZ Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in Constellation Brands (STZ) in Q2 2026: 4,728 shares worth $658K. The stake represents 0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in STZ as recently as Q3 2024.

J. Safra Sarasin Holding first reported a position in STZ in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.69M in Q2 2024. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • J. Safra Sarasin Holding held 4,728 shares of Constellation Brands worth $658K as of Q2 2026.
  • Constellation Brands was a new J. Safra Sarasin Holding position in Q2 2026.
  • Constellation Brands made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #484 holding.
  • J. Safra Sarasin Holding first reported a position in Constellation Brands in Q2 2024 and has held it in 3 quarters since.
  • J. Safra Sarasin Holding's Constellation Brands position peaked at $2.69M in Q2 2024.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.