Mount Yale Investment Advisors’s Constellation Brands STZ Stock Holding History

Mount Yale Investment Advisors’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	-1,990	Closed	-$299K	–	1265
2026 Q1	$299K	Sell	1,990 -344	-15%	-$53.1K	0.01%	891
2025 Q4	$322K	Buy	+2,334	New	+$320K	0.02%	575
2025 Q3	–	Sell	-329	Closed	-$53.5K	–	1492
2025 Q2	$53.5K	Buy	+329	New	+$59K	﹤0.01%	799
2018 Q4	–	Sell	-64	Closed	-$13K	–	713
2018 Q3	$13K	Hold	64	–	–	﹤0.01%	835
2018 Q2	$14K	Hold	64	–	–	﹤0.01%	851
2018 Q1	$15K	Buy	+64	New	+$14.1K	﹤0.01%	814

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's STZ Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 1,990 shares — an estimated $299K sold.

Mount Yale Investment Advisors first reported a position in STZ in Q1 2018 and held it in 6 quarters. The position peaked at $322K in Q4 2025. 1,035 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Mount Yale Investment Advisors reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,990 Constellation Brands shares in Q2 2026, an estimated $299K.
Mount Yale Investment Advisors first reported a position in Constellation Brands in Q1 2018 and held it in 6 quarters.
Mount Yale Investment Advisors's Constellation Brands position peaked at $322K in Q4 2025.
1,035 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.