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Personal CFO Solutions’s Constellation Brands STZ Stock Holding History

Personal CFO Solutions’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 		$294K Sell
2,117
-13
-0.6% -$1.93K 0.04% 406
2026
Q1 		$320K Sell
2,130
-910
-30% -$141K 0.04% 355
2025
Q4 		$419K Buy
3,040
+209
+7% +$28.7K 0.07% 270
2025
Q3 		$381K Buy
2,831
+704
+33% +$112K 0.07% 277
2025
Q2 		$346K Sell
2,127
-1,181
-36% -$212K 0.06% 294
2025
Q1 		$607K Buy
3,308
+682
+26% +$124K 0.12% 182
2024
Q4 		$580K Buy
2,626
+13
+0.5% +$3.09K 0.11% 183
2024
Q3 		$673K Buy
2,613
+33
+1% +$8.18K 0.09% 205
2024
Q2 		$664K Sell
2,580
-17
-0.7% -$4.37K 0.1% 192
2024
Q1 		$706K Buy
2,597
+170
+7% +$43K 0.11% 194
2023
Q4 		$587K Buy
2,427
+19
+0.8% +$4.52K 0.1% 194
2023
Q3 		$605K Buy
2,408
+130
+6% +$33.9K 0.12% 160
2023
Q2 		$561K Buy
2,278
+94
+4% +$22K 0.11% 183
2023
Q1 		$493K Buy
2,184
+131
+6% +$29.2K 0.1% 199
2022
Q4 		$476K Buy
2,053
+374
+22% +$89.5K 0.1% 198
2022
Q3 		$386K Buy
1,679
+32
+2% +$7.8K 0.1% 199
2022
Q2 		$384K Buy
1,647
+157
+11% +$38.2K 0.09% 205
2022
Q1 		$343K Buy
1,490
+291
+24% +$67.2K 0.07% 283
2021
Q4 		$301K Buy
+1,199
New +$273K 0.06% 320

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

Personal CFO Solutions's STZ Position: Q2 2026 in Review

Personal CFO Solutions reduced its Constellation Brands (STZ) stake by 0.61% in Q2 2026, selling an estimated $1.93K and leaving 2,117 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #406.

Personal CFO Solutions first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $706K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Personal CFO Solutions held 2,117 shares of Constellation Brands worth $294K as of Q2 2026.
  • Personal CFO Solutions sold 13 Constellation Brands shares in Q2 2026, an estimated $1.93K.
  • Constellation Brands made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #406 holding.
  • Personal CFO Solutions first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • Personal CFO Solutions's Constellation Brands position peaked at $706K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.