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Matthew Hamilton Rosenberg’s Constellation Brands STZ Stock Holding History

Matthew Hamilton Rosenberg’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 		$134K Buy
965
+302
+46% +$44.9K 0.03% 304
2026
Q1 		$99.5K Buy
663
+530
+398% +$81.9K 0.02% 328
2025
Q4 		$18.3K Hold
133
– – ﹤0.01% 558
2025
Q3 		$17.9K Sell
133
-453
-77% -$72.1K ﹤0.01% 558
2025
Q2 		$95.3K Sell
586
-94
-14% -$16.9K 0.02% 339
2025
Q1 		$125K Buy
680
+72
+12% +$13.1K 0.03% 270
2024
Q4 		$134K Sell
608
-250
-29% -$59.4K 0.03% 257
2024
Q3 		$221K Buy
858
+50
+6% +$12.4K 0.06% 178
2024
Q2 		$207K Sell
808
-34
-4% -$8.74K 0.06% 173
2024
Q1 		$224K Buy
842
+60
+8% +$15.2K 0.06% 166
2023
Q4 		$189K Buy
782
+112
+17% +$26.6K 0.06% 188
2023
Q3 		$169K Buy
670
+15
+2% +$3.92K 0.06% 197
2023
Q2 		$161K Hold
655
– – 0.05% 211
2023
Q1 		$148K Sell
655
-19
-3% -$4.23K 0.05% 232
2022
Q4 		$156K Hold
674
– – 0.05% 220
2022
Q3 		$155K Buy
674
+32
+5% +$7.8K 0.06% 201
2022
Q2 		$151K Buy
642
+50
+8% +$12.2K 0.06% 210
2022
Q1 		$136K Buy
592
+25
+4% +$5.77K 0.05% 259
2021
Q4 		$142K Buy
567
+9
+2% +$2.05K 0.05% 246
2021
Q3 		$118K Hold
558
– – 0.05% 257
2021
Q2 		$131K Hold
558
– – 0.07% 216
2021
Q1 		$127K Hold
558
– – 0.07% 213
2020
Q4 		$122K Hold
558
– – 0.08% 199
2020
Q3 		$106K Hold
558
– – 0.08% 195
2020
Q2 		$98K Hold
558
– – 0.08% 197
2020
Q1 		$80K Buy
+558
New +$98.5K 0.08% 170

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

Matthew Hamilton Rosenberg's STZ Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Constellation Brands (STZ) stake by 46% in Q2 2026, buying an estimated $44.9K and bringing the position to 965 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #304.

Matthew Hamilton Rosenberg first reported a position in STZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $224K in Q1 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Matthew Hamilton Rosenberg held 965 shares of Constellation Brands worth $134K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 302 Constellation Brands shares in Q2 2026, an estimated $44.9K.
  • Constellation Brands made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #304 holding.
  • Matthew Hamilton Rosenberg first reported a position in Constellation Brands in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Constellation Brands position peaked at $224K in Q1 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.