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Jeppson Wealth Management’s Constellation Brands STZ Stock Holding History

Jeppson 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 		$386K Sell
2,773
-235
-8% -$34.9K 0.11% 168
2026
Q1 		$451K Buy
3,008
+152
+5% +$23.5K 0.14% 134
2025
Q4 		$394K Buy
+2,856
New +$392K 0.12% 144
2025
Q2 		– Sell
-1,175
Closed -$216K – 220
2025
Q1 		$216K Buy
+1,175
New +$213K 0.08% 188

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

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

Jeppson Wealth Management reduced its Constellation Brands (STZ) stake by 7.8% in Q2 2026, selling an estimated $34.9K and leaving 2,773 shares worth $386K. The position accounts for 0.11% of the portfolio, ranked #168.

Jeppson Wealth Management first reported a position in STZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $451K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Jeppson Wealth Management held 2,773 shares of Constellation Brands worth $386K as of Q2 2026.
  • Jeppson Wealth Management sold 235 Constellation Brands shares in Q2 2026, an estimated $34.9K.
  • Constellation Brands made up 0.11% of Jeppson Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Jeppson Wealth Management first reported a position in Constellation Brands in Q1 2025 and has held it in 4 quarters since.
  • Jeppson Wealth Management's Constellation Brands position peaked at $451K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.