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Medallion Wealth Advisors’s Constellation Brands STZ Stock Holding History

Medallion Wealth 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 		$7.51K Sell
53
-814
-94% -$121K ﹤0.01% 795
2026
Q1 		$130K Hold
867
– – 0.04% 313
2025
Q4 		$120K Hold
867
– – 0.04% 329
2025
Q3 		$117K Buy
867
+1
+0.1% +$159 0.04% 330
2025
Q2 		$141K Buy
866
+6
+0.7% +$1.08K 0.05% 291
2025
Q1 		$158K Buy
860
+32
+4% +$5.81K 0.07% 232
2024
Q4 		$153K Buy
+828
New +$197K 0.08% 222

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

Medallion Wealth Advisors's STZ Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Constellation Brands (STZ) stake by 94% in Q2 2026, selling an estimated $121K and leaving 53 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Medallion Wealth Advisors first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $158K in Q1 2025. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Medallion Wealth Advisors held 53 shares of Constellation Brands worth $7.51K as of Q2 2026.
  • Medallion Wealth Advisors sold 814 Constellation Brands shares in Q2 2026, an estimated $121K.
  • Constellation Brands made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #795 holding.
  • Medallion Wealth Advisors first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Constellation Brands position peaked at $158K in Q1 2025.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.