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Ogorek Anthony Joseph’s Constellation Brands STZ Stock Holding History

Ogorek Anthony Joseph’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 		$5K Sell
36
-27
-43% -$4.01K ﹤0.01% 507
2026
Q1 		$9K Hold
63
– – ﹤0.01% 398
2025
Q4 		$8K Buy
63
+21
+50% +$2.88K ﹤0.01% 414
2025
Q3 		$5K Buy
42
+13
+45% +$2.07K ﹤0.01% 504
2025
Q2 		$4K Sell
29
-9
-24% -$1.61K ﹤0.01% 509
2025
Q1 		$7K Buy
38
+14
+58% +$2.54K ﹤0.01% 429
2024
Q4 		$5K Sell
24
-9
-27% -$2.14K ﹤0.01% 256
2024
Q3 		$8K Buy
33
+9
+38% +$2.23K ﹤0.01% 220
2024
Q2 		$6K Sell
24
-6
-20% -$1.54K ﹤0.01% 229
2024
Q1 		$8K Sell
30
-57
-66% -$14.4K ﹤0.01% 220
2023
Q4 		$21K Hold
87
– – 0.01% 165
2023
Q3 		$22K Sell
87
-20
-19% -$5.22K 0.01% 161
2023
Q2 		$26K Sell
107
-5
-4% -$1.17K 0.01% 143
2023
Q1 		$25K Buy
112
+26
+30% +$5.79K 0.01% 143
2022
Q4 		$20K Hold
86
– – 0.01% 123
2022
Q3 		$19K Hold
86
– – 0.01% 115
2022
Q2 		$20K Hold
86
– – 0.01% 117
2022
Q1 		$19K Hold
86
– – 0.01% 142
2021
Q4 		$21K Sell
86
-113
-57% -$25.8K 0.01% 132
2021
Q3 		$42K Hold
199
– – 0.02% 83
2021
Q2 		$46K Buy
199
+1
+0.5% +$235 0.02% 76
2021
Q1 		$45K Buy
198
+60
+43% +$13.5K 0.02% 68
2020
Q4 		$30K Hold
138
– – 0.02% 75
2020
Q3 		$26K Buy
138
+55
+66% +$10K 0.02% 65
2020
Q2 		$14K Buy
+83
New +$13.8K 0.01% 103

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

Ogorek Anthony Joseph's STZ Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its Constellation Brands (STZ) stake by 43% in Q2 2026, selling an estimated $4.01K and leaving 36 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Ogorek Anthony Joseph first reported a position in STZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $46K in Q2 2021. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Ogorek Anthony Joseph held 36 shares of Constellation Brands worth $5K as of Q2 2026.
  • Ogorek Anthony Joseph sold 27 Constellation Brands shares in Q2 2026, an estimated $4.01K.
  • Constellation Brands made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #507 holding.
  • Ogorek Anthony Joseph first reported a position in Constellation Brands in Q2 2020 and has held it in 25 quarters since.
  • Ogorek Anthony Joseph's Constellation Brands position peaked at $46K in Q2 2021.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.