MPWT
STZ icon

MassMutual Private Wealth & Trust’s Constellation Brands STZ Stock Holding History

MassMutual Private Wealth & Trust’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 		$119K Sell
853
-40
-4% -$5.95K ﹤0.01% 546
2026
Q1 		$134K Buy
893
+10
+1% +$1.54K ﹤0.01% 516
2025
Q4 		$122K Buy
883
+410
+87% +$56.3K ﹤0.01% 551
2025
Q3 		$63.7K Sell
473
-72
-13% -$11.5K ﹤0.01% 722
2025
Q2 		$88.7K Sell
545
-25,882
-98% -$4.64M ﹤0.01% 618
2025
Q1 		$4.85M Sell
26,427
-26,360
-50% -$4.79M 0.14% 135
2024
Q4 		$11.7M Buy
52,787
+198
+0.4% +$47K 0.33% 74
2024
Q3 		$13.6M Buy
52,589
+2,620
+5% +$649K 0.39% 67
2024
Q2 		$12.9M Buy
49,969
+634
+1% +$163K 0.39% 63
2024
Q1 		$13.4M Buy
49,335
+1,924
+4% +$487K 0.42% 64
2023
Q4 		$11.5M Buy
47,411
+155
+0.3% +$36.9K 0.38% 67
2023
Q3 		$11.9M Buy
47,256
+1,018
+2% +$266K 0.44% 62
2023
Q2 		$11.4M Buy
46,238
+1,117
+2% +$261K 0.41% 64
2023
Q1 		$10.2M Buy
45,121
+1,442
+3% +$321K 0.39% 71
2022
Q4 		$10.1M Buy
43,679
+779
+2% +$186K 0.42% 65
2022
Q3 		$9.85M Buy
42,900
+1,042
+2% +$254K 0.45% 61
2022
Q2 		$9.76M Buy
41,858
+3,034
+8% +$738K 0.42% 65
2022
Q1 		$8.94M Buy
38,824
+2,651
+7% +$612K 0.34% 80
2021
Q4 		$9.08M Buy
36,173
+2,101
+6% +$479K 0.34% 79
2021
Q3 		$7.18M Buy
34,072
+3,440
+11% +$751K 0.3% 91
2021
Q2 		$7.17M Buy
30,632
+2,514
+9% +$590K 0.3% 88
2021
Q1 		$6.41M Buy
28,118
+2,146
+8% +$484K 0.3% 93
2020
Q4 		$5.69M Buy
25,972
+1,085
+4% +$213K 0.29% 94
2020
Q3 		$4.72M Sell
24,887
-13,763
-36% -$2.51M 0.28% 98
2020
Q2 		$6.76M Sell
38,650
-1,224
-3% -$204K 0.44% 56
2020
Q1 		$5.72M Buy
39,874
+10,817
+37% +$1.91M 0.46% 55
2019
Q4 		$5.51M Sell
29,057
-2,437
-8% -$460K 0.34% 78
2019
Q3 		$6.53M Buy
31,494
+853
+3% +$171K 0.44% 60
2019
Q2 		$6.03M Buy
30,641
+5,080
+20% +$992K 0.42% 63
2019
Q1 		$4.48M Buy
25,561
+10,979
+75% +$1.85M 0.32% 83
2018
Q4 		$2.35M Sell
14,582
-1,948
-12% -$387K 0.2% 121
2018
Q3 		$3.56M Buy
16,530
+2,230
+16% +$474K 0.26% 99
2018
Q2 		$3.13M Buy
14,300
+5,486
+62% +$1.24M 0.25% 101
2018
Q1 		$2.01M Buy
8,814
+8,756
+15,097% +$1.93M 0.17% 132
2017
Q4 		$13.3K Buy
58
+21
+57% +$4.54K ﹤0.01% 578
2017
Q3 		$7.38K Sell
37
-8
-18% -$1.58K ﹤0.01% 801
2017
Q2 		$8.72K Buy
45
+8
+22% +$1.42K ﹤0.01% 756
2017
Q1 		$6K Hold
37
– – ﹤0.01% 784
2016
Q4 		$5.67K Buy
+37
New +$5.88K ﹤0.01% 526
2016
Q2 		$6.12K Hold
37
– – ﹤0.01% 554
2016
Q1 		$5.59K Hold
37
– – ﹤0.01% 618
2015
Q4 		$5.27K Buy
+37
New +$5.09K ﹤0.01% 564

Other funds holding STZ

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's STZ Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Constellation Brands (STZ) stake by 4.5% in Q2 2026, selling an estimated $5.95K and leaving 853 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

MassMutual Private Wealth & Trust first reported a position in STZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.6M in Q3 2024. 440 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • MassMutual Private Wealth & Trust held 853 shares of Constellation Brands worth $119K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 40 Constellation Brands shares in Q2 2026, an estimated $5.95K.
  • Constellation Brands made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #546 holding.
  • MassMutual Private Wealth & Trust first reported a position in Constellation Brands in Q4 2015 and has held it in 42 quarters since.
  • MassMutual Private Wealth & Trust's Constellation Brands position peaked at $13.6M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.