Knollwood Investment Advisory’s Constellation Brands STZ Stock Holding History

Knollwood Investment Advisory’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	Sell	2,200 -3,059	-58%	-$455K	0.03%	233
2026 Q1	$789K	Hold	5,259	–	–	0.08%	192
2025 Q4	$726K	Hold	5,259	–	–	0.07%	207
2025 Q3	$708K	Hold	5,259	–	–	0.06%	228
2025 Q2	$856K	Hold	5,259	–	–	0.08%	205
2025 Q1	$965K	Hold	5,259	–	–	0.11%	186
2024 Q4	$1.16M	Hold	5,259	–	–	0.12%	172
2024 Q3	$1.36M	Hold	5,259	–	–	0.15%	162
2024 Q2	$1.35M	Buy	5,259 +3,101	+144%	+$798K	0.15%	155
2024 Q1	$586K	Hold	2,158	–	–	0.11%	136
2023 Q4	$522K	Buy	+2,158	New	+$513K	0.11%	140

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's STZ Position: Q2 2026 in Review

Knollwood Investment Advisory reduced its Constellation Brands (STZ) stake by 58% in Q2 2026, selling an estimated $455K and leaving 2,200 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #233.

Knollwood Investment Advisory first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2024. 1,035 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Knollwood Investment Advisory held 2,200 shares of Constellation Brands worth $306K as of Q2 2026.
Knollwood Investment Advisory sold 3,059 Constellation Brands shares in Q2 2026, an estimated $455K.
Constellation Brands made up 0.03% of Knollwood Investment Advisory's portfolio in Q2 2026, its #233 holding.
Knollwood Investment Advisory first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
Knollwood Investment Advisory's Constellation Brands position peaked at $1.36M in Q3 2024.
1,035 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.