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Moors & Cabot’s Constellation Brands STZ Stock Holding History

Moors & Cabot’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
2024
Q2 		– Sell
-100
Closed -$3.59K – 934
2024
Q1 		$3.59K Buy
+100
New +$25.3K ﹤0.01% 897
2021
Q3 		– Sell
-200
Closed -$4K – 919
2021
Q2 		$4K Buy
+200
New +$47K ﹤0.01% 828
2019
Q4 		– Sell
-60,000
Closed -$124K – 694
2019
Q3 		$124K Buy
+60,000
New +$12M 0.01% 581

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

Moors & Cabot's STZ Position: Q2 2026 in Review

Moors & Cabot reduced its Constellation Brands (STZ) stake by 12% in Q2 2026, selling an estimated $82.7K and leaving 4,188 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #525.

Moors & Cabot first reported a position in STZ in Q2 2014 and has held it in 44 quarters since. The position peaked at $9.83M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Moors & Cabot held 4,188 shares of Constellation Brands worth $582K as of Q2 2026.
  • Moors & Cabot sold 556 Constellation Brands shares in Q2 2026, an estimated $82.7K.
  • Constellation Brands made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #525 holding.
  • Moors & Cabot first reported a position in Constellation Brands in Q2 2014 and has held it in 44 quarters since.
  • Moors & Cabot's Constellation Brands position peaked at $9.83M in Q4 2021.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.