Private Wealth Management Group’s Constellation Brands STZ Stock Holding History

Private Wealth Management 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	$8.21K	Sell	59 -10	-14%	-$1.49K	﹤0.01%	637
2026 Q1	$10.3K	Buy	69 +10	+17%	+$1.54K	﹤0.01%	510
2025 Q4	$8.14K	Buy	59 +5	+9%	+$686	﹤0.01%	583
2025 Q3	$7.27K	Sell	54 -11	-17%	-$1.75K	﹤0.01%	637
2025 Q2	$10.6K	Buy	65 +5	+8%	+$897	﹤0.01%	471
2025 Q1	$11K	Buy	60 +14	+30%	+$2.54K	﹤0.01%	436
2024 Q4	$10.2K	Hold	46	–	–	﹤0.01%	465
2024 Q3	$11.9K	Hold	46	–	–	﹤0.01%	409
2024 Q2	$11.8K	Hold	46	–	–	0.01%	402
2024 Q1	$12.5K	Hold	46	–	–	0.01%	359
2023 Q4	$11.1K	Buy	+46	New	+$10.9K	0.01%	387

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's STZ Position: Q2 2026 in Review

Private Wealth Management Group reduced its Constellation Brands (STZ) stake by 14% in Q2 2026, selling an estimated $1.49K and leaving 59 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Private Wealth Management Group first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.5K in Q1 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Private Wealth Management Group held 59 shares of Constellation Brands worth $8.21K as of Q2 2026.
Private Wealth Management Group sold 10 Constellation Brands shares in Q2 2026, an estimated $1.49K.
Constellation Brands made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #637 holding.
Private Wealth Management Group first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Constellation Brands position peaked at $12.5K in Q1 2024.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.