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John Overdeck’s Constellation Brands STZ Stock Holding History

John Overdeck’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 		$306K Buy
2,200
+200
+10% +$29.7K ﹤0.01% 4509
2026
Q1 		$300K Sell
2,000
-3,000
-60% -$463K ﹤0.01% 4075
2025
Q4 		$690K Buy
+5,000
New +$686K ﹤0.01% 3148
2021
Q4 		– Sell
-15,000
Closed -$3.16M – 4871
2021
Q3 		$3.16M Buy
15,000
+14,000
+1,400% +$3.06M 0.01% 1568
2021
Q2 		$234K Buy
+1,000
New +$235K ﹤0.01% 3683
2020
Q4 		– Sell
-7,500
Closed -$1.42M – 3738
2020
Q3 		$1.42M Sell
7,500
-200
-3% -$36.5K 0.01% 1529
2020
Q2 		$1.35M Buy
+7,700
New +$1.28M 0.01% 1328
2020
Q1 		– Sell
-53,800
Closed -$10.2M – 3791
2019
Q4 		$10.2M Buy
53,800
+36,000
+202% +$6.8M 0.03% 611
2019
Q3 		$3.69M Buy
17,800
+8,800
+98% +$1.77M 0.01% 1032
2019
Q2 		$1.77M Buy
9,000
+6,000
+200% +$1.17M 0.01% 1521
2019
Q1 		$526K Sell
3,000
-14,000
-82% -$2.36M ﹤0.01% 2240
2018
Q4 		$2.73M Sell
17,000
-44,700
-72% -$8.88M 0.01% 1079
2018
Q3 		$13.3M Sell
61,700
-77,400
-56% -$16.5M 0.04% 550
2018
Q2 		$30.4M Buy
139,100
+113,000
+433% +$25.5M 0.09% 295
2018
Q1 		$5.95M Buy
26,100
+20,100
+335% +$4.43M 0.02% 858
2017
Q4 		$1.37M Buy
+6,000
New +$1.3M ﹤0.01% 1739
2017
Q3 		– Sell
-8,200
Closed -$1.59M – 3166
2017
Q2 		$1.59M Buy
8,200
+3,000
+58% +$534K 0.01% 1580
2017
Q1 		$843K Buy
5,200
+3,200
+160% +$499K ﹤0.01% 2026
2016
Q4 		$307K Buy
+2,000
New +$318K ﹤0.01% 2742
2016
Q3 		– Sell
-4,000
Closed -$662K – 3363
2016
Q2 		$662K Buy
+4,000
New +$626K ﹤0.01% 2050
2015
Q4 		– Sell
-5,000
Closed -$626K – 2972
2015
Q3 		$626K Buy
+5,000
New +$617K ﹤0.01% 1434
2015
Q2 		– Sell
-3,000
Closed -$349K – 3072
2015
Q1 		$349K Buy
+3,000
New +$338K ﹤0.01% 2176

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

John Overdeck's STZ Position: Q2 2026 in Review

John Overdeck opened a new position in Constellation Brands (STZ) in Q2 2026: 29,399 shares worth $4.09M. The stake represents ﹤0.01% of the portfolio and ranks #2331 among its holdings. This is a return to the name: John Overdeck previously reported a position in STZ as recently as Q3 2025.

John Overdeck first reported a position in STZ in Q2 2013 and has held it in 37 quarters since. The position peaked at $145M in Q2 2018. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • John Overdeck held 29,399 shares of Constellation Brands worth $4.09M as of Q2 2026.
  • Constellation Brands was a new John Overdeck position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2331 holding.
  • John Overdeck first reported a position in Constellation Brands in Q2 2013 and has held it in 37 quarters since.
  • John Overdeck's Constellation Brands position peaked at $145M in Q2 2018.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.