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Portside Wealth Group’s Constellation Brands STZ Stock Holding History

Portside Wealth Group’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 		$1.85M Buy
13,303
+629
+5% +$93.5K 0.22% 104
2026
Q1 		$1.9M Buy
12,674
+3,326
+36% +$514K 0.26% 94
2025
Q4 		$1.29M Buy
9,348
+377
+4% +$51.7K 0.17% 134
2025
Q3 		$1.21M Buy
8,971
+7,357
+456% +$1.17M 0.17% 140
2025
Q2 		$263K Buy
+1,614
New +$289K 0.04% 383
2024
Q3 		– Sell
-838
Closed -$216K – 411
2024
Q2 		$216K Sell
838
-26
-3% -$6.69K 0.04% 328
2024
Q1 		$235K Sell
864
-46
-5% -$11.6K 0.04% 321
2023
Q4 		$220K Buy
910
+15
+2% +$3.57K 0.04% 321
2023
Q3 		$229K Buy
895
+22
+3% +$5.74K 0.04% 296
2023
Q2 		$215K Buy
+873
New +$204K 0.04% 312

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

Portside Wealth Group's STZ Position: Q2 2026 in Review

Portside Wealth Group increased its Constellation Brands (STZ) stake by 5% in Q2 2026, buying an estimated $93.5K and bringing the position to 13,303 shares worth $1.85M. The position accounts for 0.22% of the portfolio, ranked #104.

Portside Wealth Group first reported a position in STZ in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.9M in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Portside Wealth Group held 13,303 shares of Constellation Brands worth $1.85M as of Q2 2026.
  • Portside Wealth Group bought 629 Constellation Brands shares in Q2 2026, an estimated $93.5K.
  • Constellation Brands made up 0.22% of Portside Wealth Group's portfolio in Q2 2026, its #104 holding.
  • Portside Wealth Group first reported a position in Constellation Brands in Q2 2023 and has held it in 10 quarters since.
  • Portside Wealth Group's Constellation Brands position peaked at $1.9M in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.