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Merit Financial Group’s Constellation Brands STZ Stock Holding History

Merit Financial 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 		$664K Sell
4,774
-1,262
-21% -$188K ﹤0.01% 1322
2026
Q1 		$905K Buy
6,036
+667
+12% +$103K 0.01% 1028
2025
Q4 		$741K Buy
5,369
+2,148
+67% +$295K 0.01% 1080
2025
Q3 		$434K Sell
3,221
-611
-16% -$97.2K ﹤0.01% 1269
2025
Q2 		$623K Buy
3,832
+722
+23% +$130K 0.01% 1000
2025
Q1 		$571K Buy
3,110
+839
+37% +$152K 0.01% 874
2024
Q4 		$502K Buy
2,271
+1,296
+133% +$308K 0.01% 729
2024
Q3 		$251K Sell
975
-574
-37% -$142K 0.01% 719
2024
Q2 		$399K Buy
1,549
+435
+39% +$112K 0.01% 641
2024
Q1 		$285K Buy
1,114
+104
+10% +$26.3K 0.01% 730
2023
Q4 		$244K Sell
1,010
-240
-19% -$57.1K 0.01% 675
2023
Q3 		$314K Buy
1,250
+183
+17% +$47.8K 0.01% 573
2023
Q2 		$263K Buy
+1,067
New +$250K 0.01% 629

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

Merit Financial Group's STZ Position: Q2 2026 in Review

Merit Financial Group reduced its Constellation Brands (STZ) stake by 21% in Q2 2026, selling an estimated $188K and leaving 4,774 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Merit Financial Group first reported a position in STZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $905K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Merit Financial Group held 4,774 shares of Constellation Brands worth $664K as of Q2 2026.
  • Merit Financial Group sold 1,262 Constellation Brands shares in Q2 2026, an estimated $188K.
  • Constellation Brands made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1322 holding.
  • Merit Financial Group first reported a position in Constellation Brands in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's Constellation Brands position peaked at $905K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.