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Meridian Wealth Management’s Constellation Brands STZ Stock Holding History

Meridian Wealth Management’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 		– Sell
-1,436
Closed -$215K – 864
2026
Q1 		$215K Buy
+1,436
New +$222K 0.01% 737
2025
Q4 		– Sell
-2,038
Closed -$275K – 781
2025
Q3 		$275K Buy
2,038
+169
+9% +$26.9K 0.01% 602
2025
Q2 		$304K Sell
1,869
-129
-6% -$23.1K 0.01% 558
2025
Q1 		$367K Buy
1,998
+173
+9% +$31.4K 0.02% 482
2024
Q4 		$403K Buy
1,825
+120
+7% +$28.5K 0.02% 463
2024
Q3 		$439K Sell
1,705
-2
-0.1% -$496 0.02% 436
2024
Q2 		$439K Buy
+1,707
New +$439K 0.05% 189
2024
Q1 		– Sell
-1,891
Closed -$457K – 502
2023
Q4 		$457K Buy
1,891
+143
+8% +$34K 0.03% 404
2023
Q3 		$439K Sell
1,748
-45
-3% -$11.7K 0.03% 389
2023
Q2 		$441K Sell
1,793
-130
-7% -$30.4K 0.04% 349
2023
Q1 		$434K Buy
1,923
+58
+3% +$12.9K 0.04% 344
2022
Q4 		$432K Buy
1,865
+97
+5% +$23.2K 0.04% 336
2022
Q3 		$406K Sell
1,768
-318
-15% -$77.5K 0.04% 311
2022
Q2 		$486K Buy
2,086
+479
+30% +$117K 0.04% 355
2022
Q1 		$370K Sell
1,607
-264
-14% -$61K 0.04% 275
2021
Q4 		$470K Buy
1,871
+50
+3% +$11.4K 0.05% 254
2021
Q3 		$384K Sell
1,821
-1,098
-38% -$240K 0.05% 262
2021
Q2 		$683K Buy
2,919
+246
+9% +$57.8K 0.09% 188
2021
Q1 		$609K Sell
2,673
-135
-5% -$30.4K 0.09% 186
2020
Q4 		$615K Buy
2,808
+334
+14% +$65.7K 0.1% 166
2020
Q3 		$469K Buy
+2,474
New +$451K 0.12% 147
2019
Q3 		– Sell
-219
Closed -$43.2K – 453
2019
Q2 		$43.2K Buy
+219
New +$42.8K 0.02% 392
2018
Q3 		– Sell
-1,231
Closed -$269K – 198
2018
Q2 		$269K Buy
+1,231
New +$278K 0.13% 146

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

Meridian Wealth Management's STZ Position: Q2 2026 in Review

Meridian Wealth Management sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 1,436 shares — an estimated $215K sold.

Meridian Wealth Management first reported a position in STZ in Q2 2018 and held it in 23 quarters. The position peaked at $683K in Q2 2021. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Meridian Wealth Management reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 1,436 Constellation Brands shares in Q2 2026, an estimated $215K.
  • Meridian Wealth Management first reported a position in Constellation Brands in Q2 2018 and held it in 23 quarters.
  • Meridian Wealth Management's Constellation Brands position peaked at $683K in Q2 2021.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.