RCG
STZ icon

Regatta Capital Group’s Constellation Brands STZ Stock Holding History

Regatta Capital 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 		$237K Sell
1,705
-84
-5% -$12.5K 0.03% 201
2026
Q1 		$268K Buy
1,789
+90
+5% +$13.9K 0.04% 180
2025
Q4 		$234K Sell
1,699
-55
-3% -$7.55K 0.04% 190
2025
Q3 		$236K Buy
1,754
+37
+2% +$5.88K 0.04% 193
2025
Q2 		$279K Buy
1,717
+11
+0.6% +$1.97K 0.05% 182
2025
Q1 		$313K Buy
1,706
+786
+85% +$143K 0.06% 155
2024
Q4 		$203K Buy
920
+21
+2% +$4.99K 0.04% 182
2024
Q3 		$232K Buy
899
+20
+2% +$4.96K 0.05% 175
2024
Q2 		$226K Sell
879
-103
-10% -$26.5K 0.05% 169
2024
Q1 		$267K Buy
982
+25
+3% +$6.33K 0.06% 157
2023
Q4 		$231K Buy
957
+7
+0.7% +$1.67K 0.06% 152
2023
Q3 		$239K Sell
950
-15
-2% -$3.92K 0.08% 145
2023
Q2 		$238K Buy
+965
New +$226K 0.08% 151

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

Regatta Capital Group's STZ Position: Q2 2026 in Review

Regatta Capital Group reduced its Constellation Brands (STZ) stake by 4.7% in Q2 2026, selling an estimated $12.5K and leaving 1,705 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #201.

Regatta Capital Group first reported a position in STZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $313K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Regatta Capital Group held 1,705 shares of Constellation Brands worth $237K as of Q2 2026.
  • Regatta Capital Group sold 84 Constellation Brands shares in Q2 2026, an estimated $12.5K.
  • Constellation Brands made up 0.03% of Regatta Capital Group's portfolio in Q2 2026, its #201 holding.
  • Regatta Capital Group first reported a position in Constellation Brands in Q2 2023 and has held it in 13 quarters since.
  • Regatta Capital Group's Constellation Brands position peaked at $313K in Q1 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.