MP
STZ icon

McDonald Partners’s Constellation Brands STZ Stock Holding History

McDonald Partners’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 		$45.2K Buy
+325
New +$48.3K 0.01% 326
2025
Q4 		– Sell
-1,683
Closed -$227K – 234
2025
Q3 		$227K Sell
1,683
-4,661
-73% -$741K 0.07% 214
2025
Q2 		$1.04M Sell
6,344
-521
-8% -$93.5K 0.25% 112
2025
Q1 		$1.27M Buy
6,865
+730
+12% +$133K 0.33% 94
2024
Q4 		$1.36M Buy
6,135
+423
+7% +$101K 0.35% 89
2024
Q3 		$1.47M Buy
5,712
+275
+5% +$68.2K 0.37% 83
2024
Q2 		$1.4M Sell
5,437
-29
-0.5% -$7.46K 0.37% 79
2024
Q1 		$1.49M Buy
5,466
+16
+0.3% +$4.05K 0.41% 74
2023
Q4 		$1.32M Buy
5,450
+107
+2% +$25.4K 0.39% 77
2023
Q3 		$1.34M Sell
5,343
-431
-7% -$113K 0.44% 70
2023
Q2 		$1.42M Buy
5,774
+17
+0.3% +$3.98K 0.43% 70
2023
Q1 		$1.3M Sell
5,757
-164
-3% -$36.5K 0.42% 73
2022
Q4 		$1.37M Sell
5,921
-60
-1% -$14.4K 0.47% 67
2022
Q3 		$1.37M Buy
5,981
+31
+0.5% +$7.55K 0.52% 54
2022
Q2 		$1.39M Sell
5,950
-87
-1% -$21.2K 0.35% 83
2022
Q1 		$1.39M Buy
+6,037
New +$1.39M 0.3% 101
2021
Q4 		– Sell
-5,547
Closed -$1.17M – 705
2021
Q3 		$1.17M Buy
5,547
+722
+15% +$158K 0.27% 108
2021
Q2 		$1.13M Buy
4,825
+55
+1% +$12.9K 0.27% 110
2021
Q1 		$1.09M Buy
4,770
+1,042
+28% +$235K 0.28% 102
2020
Q4 		$817K Buy
+3,728
New +$733K 0.23% 117

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

McDonald Partners's STZ Position: Q2 2026 in Review

McDonald Partners opened a new position in Constellation Brands (STZ) in Q2 2026: 325 shares worth $45.2K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: McDonald Partners previously reported a position in STZ as recently as Q3 2025.

McDonald Partners first reported a position in STZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.49M in Q1 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • McDonald Partners held 325 shares of Constellation Brands worth $45.2K as of Q2 2026.
  • Constellation Brands was a new McDonald Partners position in Q2 2026.
  • Constellation Brands made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #326 holding.
  • McDonald Partners first reported a position in Constellation Brands in Q4 2020 and has held it in 20 quarters since.
  • McDonald Partners's Constellation Brands position peaked at $1.49M in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.