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Rialto Wealth Management’s Constellation Brands STZ Stock Holding History

Rialto Wealth Management’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 		$19.1K Buy
137
+13
+10% +$1.93K ﹤0.01% 440
2026
Q1 		$18.6K Buy
124
+7
+6% +$1.08K ﹤0.01% 394
2025
Q4 		$16.1K Sell
117
-47
-29% -$6.45K ﹤0.01% 386
2025
Q3 		$22.1K Sell
164
-16
-9% -$2.54K 0.01% 345
2025
Q2 		$29.3K Buy
180
+4
+2% +$717 0.01% 308
2025
Q1 		$32.3K Buy
176
+10
+6% +$1.82K 0.01% 292
2024
Q4 		$36.7K Buy
+166
New +$39.4K 0.01% 279

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

Rialto Wealth Management's STZ Position: Q2 2026 in Review

Rialto Wealth Management increased its Constellation Brands (STZ) stake by 10% in Q2 2026, buying an estimated $1.93K and bringing the position to 137 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Rialto Wealth Management first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.7K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Rialto Wealth Management held 137 shares of Constellation Brands worth $19.1K as of Q2 2026.
  • Rialto Wealth Management bought 13 Constellation Brands shares in Q2 2026, an estimated $1.93K.
  • Constellation Brands made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #440 holding.
  • Rialto Wealth Management first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Constellation Brands position peaked at $36.7K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.