Pallas Capital Advisors’s Constellation Brands STZ Stock Holding History

Pallas Capital 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	$258K	Buy	1,852 +252	+16%	+$37.5K	0.01%	799
2026 Q1	$240K	Buy	+1,600	New	+$247K	0.01%	705
2025 Q2	–	Sell	-1,366	Closed	-$251K	–	927
2025 Q1	$251K	Buy	+1,366	New	+$248K	0.01%	629
2021 Q4	–	Sell	-1,174	Closed	-$259K	–	396
2021 Q3	$259K	Buy	+1,174	New	+$256K	0.03%	332

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

Pallas Capital Advisors's STZ Position: Q2 2026 in Review

Pallas Capital Advisors increased its Constellation Brands (STZ) stake by 16% in Q2 2026, buying an estimated $37.5K and bringing the position to 1,852 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #799.

Pallas Capital Advisors first reported a position in STZ in Q3 2021 and has held it in 4 quarters since. The position peaked at $259K in Q3 2021. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Pallas Capital Advisors held 1,852 shares of Constellation Brands worth $258K as of Q2 2026.
Pallas Capital Advisors bought 252 Constellation Brands shares in Q2 2026, an estimated $37.5K.
Constellation Brands made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #799 holding.
Pallas Capital Advisors first reported a position in Constellation Brands in Q3 2021 and has held it in 4 quarters since.
Pallas Capital Advisors's Constellation Brands position peaked at $259K in Q3 2021.
1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.