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Principal Securities’s Constellation Brands STZ Stock Holding History

Principal Securities’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 		$1.58M Sell
11,389
-665
-6% -$98.9K 0.02% 633
2026
Q1 		$1.81M Buy
12,054
+1,253
+12% +$194K 0.03% 532
2025
Q4 		$1.49M Buy
10,801
+519
+5% +$71.2K 0.02% 569
2025
Q3 		$1.38M Buy
10,282
+41
+0.4% +$6.52K 0.02% 558
2025
Q2 		$1.67M Buy
10,241
+2,012
+24% +$361K 0.03% 464
2025
Q1 		$1.82M Hold
8,229
– – 0.04% 391
2024
Q4 		$1.82M Buy
8,229
+1,533
+23% +$364K 0.04% 388
2024
Q3 		$1.73M Buy
6,696
+2,536
+61% +$629K 0.04% 390
2024
Q2 		$1.07M Buy
4,160
+1,614
+63% +$415K 0.03% 464
2024
Q1 		$692K Buy
2,546
+835
+49% +$211K 0.02% 549
2023
Q4 		$414K Buy
+1,711
New +$407K 0.02% 679

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

Principal Securities's STZ Position: Q2 2026 in Review

Principal Securities reduced its Constellation Brands (STZ) stake by 5.5% in Q2 2026, selling an estimated $98.9K and leaving 11,389 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #633.

Principal Securities first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q1 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Principal Securities held 11,389 shares of Constellation Brands worth $1.58M as of Q2 2026.
  • Principal Securities sold 665 Constellation Brands shares in Q2 2026, an estimated $98.9K.
  • Constellation Brands made up 0.02% of Principal Securities's portfolio in Q2 2026, its #633 holding.
  • Principal Securities first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Constellation Brands position peaked at $1.82M in Q1 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.