Sanibel Captiva Trust Company’s Constellation Brands STZ Stock Holding History

Sanibel Captiva Trust Company’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	$1.01M	Sell	7,248 -1,089	-13%	-$162K	0.03%	255
2026 Q1	$1.25M	Sell	8,337 -1,871	-18%	-$289K	0.04%	223
2025 Q4	$1.41M	Sell	10,208 -6,025	-37%	-$827K	0.04%	207
2025 Q3	$2.19M	Sell	16,233 -8,024	-33%	-$1.28M	0.06%	172
2025 Q2	$3.95M	Sell	24,257 -3,043	-11%	-$546K	0.12%	133
2025 Q1	$5.01M	Buy	27,300 +10,944	+67%	+$1.99M	0.16%	114
2024 Q4	$3.61M	Buy	16,356 +1,147	+8%	+$273K	0.12%	128
2024 Q3	$3.92M	Buy	15,209 +6,998	+85%	+$1.73M	0.13%	127
2024 Q2	$2.11M	Buy	8,211 +5,993	+270%	+$1.54M	0.07%	156
2024 Q1	$603K	Buy	+2,218	New	+$561K	0.02%	242

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

Sanibel Captiva Trust Company's STZ Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Constellation Brands (STZ) stake by 13% in Q2 2026, selling an estimated $162K and leaving 7,248 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #255.

Sanibel Captiva Trust Company first reported a position in STZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.01M in Q1 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Sanibel Captiva Trust Company held 7,248 shares of Constellation Brands worth $1.01M as of Q2 2026.
Sanibel Captiva Trust Company sold 1,089 Constellation Brands shares in Q2 2026, an estimated $162K.
Constellation Brands made up 0.03% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #255 holding.
Sanibel Captiva Trust Company first reported a position in Constellation Brands in Q1 2024 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's Constellation Brands position peaked at $5.01M in Q1 2025.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.