Mission Wealth Management’s Constellation Brands STZ Stock Holding History

Mission 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	$413K	Buy	+2,969	New	+$441K	0.01%	755
2026 Q1	–	Sell	-2,733	Closed	-$377K	–	776
2025 Q4	$377K	Buy	+2,733	New	+$375K	0.01%	557
2025 Q1	–	Sell	-924	Closed	-$204K	–	709
2024 Q4	$204K	Buy	+924	New	+$220K	﹤0.01%	625
2021 Q3	–	Sell	-1,202	Closed	-$281K	–	528
2021 Q2	$281K	Sell	1,202 -101	-8%	-$23.7K	0.01%	413
2021 Q1	$297K	Sell	1,303 -2	-0.2%	-$451	0.02%	365
2020 Q4	$286K	Sell	1,305 -277	-18%	-$54.5K	0.02%	344
2020 Q3	$300K	Buy	+1,582	New	+$289K	0.02%	279

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mission Wealth Management opened a new position in Constellation Brands (STZ) in Q2 2026: 2,969 shares worth $413K. The stake represents 0.01% of the portfolio and ranks #755 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in STZ as recently as Q4 2025.

Mission Wealth Management first reported a position in STZ in Q3 2020 and has held it in 7 quarters since. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Mission Wealth Management held 2,969 shares of Constellation Brands worth $413K as of Q2 2026.
Constellation Brands was a new Mission Wealth Management position in Q2 2026.
Constellation Brands made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #755 holding.
Mission Wealth Management first reported a position in Constellation Brands in Q3 2020 and has held it in 7 quarters since.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.