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Prospera Financial Services’s Constellation Brands STZ Stock Holding History

Prospera Financial Services’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 		$529K Sell
3,800
-229
-6% -$34K 0.01% 1016
2026
Q1 		$605K Buy
4,029
+97
+2% +$15K 0.01% 924
2025
Q4 		$543K Sell
3,932
-2,778
-41% -$381K 0.01% 895
2025
Q3 		$904K Buy
6,710
+2,508
+60% +$399K 0.02% 708
2025
Q2 		$684K Buy
4,202
+247
+6% +$44.3K 0.01% 795
2025
Q1 		$726K Sell
3,955
-8,171
-67% -$1.48M 0.02% 653
2024
Q4 		$2.68M Buy
12,126
+8,207
+209% +$1.95M 0.06% 309
2024
Q3 		$1.01M Buy
3,919
+1,168
+42% +$290K 0.03% 498
2024
Q2 		$708K Buy
2,751
+515
+23% +$132K 0.02% 596
2024
Q1 		$608K Buy
2,236
+6
+0.3% +$1.52K 0.02% 636
2023
Q4 		$539K Buy
2,230
+113
+5% +$26.9K 0.02% 634
2023
Q3 		$533K Sell
2,117
-1,624
-43% -$424K 0.02% 593
2023
Q2 		$921K Sell
3,741
-189
-5% -$44.2K 0.04% 440
2023
Q1 		$888K Buy
3,930
+531
+16% +$118K 0.04% 461
2022
Q4 		$788K Buy
3,399
+1,421
+72% +$340K 0.04% 417
2022
Q3 		$455K Buy
1,978
+415
+27% +$101K 0.02% 544
2022
Q2 		$364K Sell
1,563
-4,407
-74% -$1.07M 0.02% 590
2022
Q1 		$1.38M Buy
+5,970
New +$1.38M 0.06% 349
2020
Q4 		– Sell
-295
Closed -$56K – 1461
2020
Q3 		$56K Buy
+295
New +$53.8K 0.02% 583
2016
Q1 		– Sell
-2,726
Closed -$388K – 370
2015
Q4 		$388K Buy
2,726
+418
+18% +$57.6K 0.09% 158
2015
Q3 		$289K Buy
2,308
+303
+15% +$37.4K 0.07% 193
2015
Q2 		$233K Buy
2,005
+205
+11% +$24.2K 0.06% 243
2015
Q1 		$209K Buy
+1,800
New +$203K 0.05% 282
2014
Q1 		– Sell
-3,200
Closed -$225K – 295
2013
Q4 		$225K Buy
+3,200
New +$214K 0.08% 211

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

Prospera Financial Services's STZ Position: Q2 2026 in Review

Prospera Financial Services reduced its Constellation Brands (STZ) stake by 5.7% in Q2 2026, selling an estimated $34K and leaving 3,800 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #1016.

Prospera Financial Services first reported a position in STZ in Q4 2013 and has held it in 24 quarters since. The position peaked at $2.68M in Q4 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Prospera Financial Services held 3,800 shares of Constellation Brands worth $529K as of Q2 2026.
  • Prospera Financial Services sold 229 Constellation Brands shares in Q2 2026, an estimated $34K.
  • Constellation Brands made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1016 holding.
  • Prospera Financial Services first reported a position in Constellation Brands in Q4 2013 and has held it in 24 quarters since.
  • Prospera Financial Services's Constellation Brands position peaked at $2.68M in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.