Millstone Evans Group’s Constellation Brands STZ Stock Holding History

Millstone Evans 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	$67.9K	Hold	488	–	–	0.04%	288
2026 Q1	$73.2K	Hold	488	–	–	0.04%	271
2025 Q4	$67.3K	Hold	488	–	–	0.04%	279
2025 Q3	$65.7K	Hold	488	–	–	0.04%	265
2025 Q2	$79.4K	Hold	488	–	–	0.05%	233
2025 Q1	$89.6K	Sell	488 -12	-2%	-$2.18K	0.06%	215
2024 Q4	$111K	Buy	+500	New	+$119K	0.08%	180

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Millstone Evans Group's STZ Position: Q2 2026 in Review

Millstone Evans Group held its Constellation Brands (STZ) position steady in Q2 2026 at 488 shares worth $67.9K. The position accounts for 0.04% of the portfolio, ranked #288.

Millstone Evans Group first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $111K in Q4 2024. 835 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Millstone Evans Group held 488 shares of Constellation Brands worth $67.9K as of Q2 2026.
Millstone Evans Group left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #288 holding.
Millstone Evans Group first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Constellation Brands position peaked at $111K in Q4 2024.
835 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.