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Mather Group’s Constellation Brands STZ Stock Holding History

Mather Group’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 		$315K Sell
2,267
-274
-11% -$40.7K ﹤0.01% 658
2026
Q1 		$381K Buy
+2,541
New +$393K ﹤0.01% 558
2025
Q4 		– Sell
-119
Closed -$16K – 1532
2025
Q3 		$16K Buy
+119
New +$18.9K ﹤0.01% 1163
2025
Q2 		– Sell
-362
Closed -$66.4K – 1594
2025
Q1 		$66.4K Sell
362
-279
-44% -$50.7K ﹤0.01% 849
2024
Q4 		$142K Sell
641
-62
-9% -$14.7K ﹤0.01% 665
2024
Q3 		$181K Buy
703
+81
+13% +$20.1K ﹤0.01% 605
2024
Q2 		$169K Sell
622
-32
-5% -$8.23K ﹤0.01% 655
2024
Q1 		$158K Buy
+654
New +$165K ﹤0.01% 584
2023
Q4 		– Sell
-833
Closed -$209K – 577
2023
Q3 		$209K Buy
+833
New +$217K ﹤0.01% 514

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

Mather Group's STZ Position: Q2 2026 in Review

Mather Group reduced its Constellation Brands (STZ) stake by 11% in Q2 2026, selling an estimated $40.7K and leaving 2,267 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Mather Group first reported a position in STZ in Q3 2023 and has held it in 9 quarters since. The position peaked at $381K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Mather Group held 2,267 shares of Constellation Brands worth $315K as of Q2 2026.
  • Mather Group sold 274 Constellation Brands shares in Q2 2026, an estimated $40.7K.
  • Constellation Brands made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #658 holding.
  • Mather Group first reported a position in Constellation Brands in Q3 2023 and has held it in 9 quarters since.
  • Mather Group's Constellation Brands position peaked at $381K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.