Lido Advisors’s Constellation Brands STZ Stock Holding History

Lido Advisors’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	$501K	Sell	3,600 -700	-16%	-$104K	﹤0.01%	1475
2026 Q1	$645K	Sell	4,300 -500	-10%	-$77.2K	﹤0.01%	1168
2025 Q4	$662K	Hold	4,800	–	–	﹤0.01%	1185
2025 Q3	$646K	Hold	4,800	–	–	﹤0.01%	1130
2025 Q2	$781K	Buy	+4,800	New	+$861K	﹤0.01%	942
2024 Q4	–	Sell	-4,800	Closed	-$1.24M	–	1598
2024 Q3	$1.24M	Hold	4,800	–	–	0.01%	625
2024 Q2	$1.23M	Buy	+4,800	New	+$1.23M	0.01%	577

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

Lido Advisors's STZ Position: Q2 2026 in Review

Lido Advisors reduced its Constellation Brands (STZ) stake by 22% in Q2 2026, selling an estimated $615K and leaving 14,833 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #787.

Lido Advisors first reported a position in STZ in Q2 2017 and has held it in 27 quarters since. The position peaked at $24.1M in Q4 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Lido Advisors held 14,833 shares of Constellation Brands worth $2.06M as of Q2 2026.
Lido Advisors sold 4,136 Constellation Brands shares in Q2 2026, an estimated $615K.
Constellation Brands made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #787 holding.
Lido Advisors first reported a position in Constellation Brands in Q2 2017 and has held it in 27 quarters since.
Lido Advisors's Constellation Brands position peaked at $24.1M in Q4 2024.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.