SC
STZ icon

Savant Capital’s Constellation Brands STZ Stock Holding History

Savant Capital’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 		$654K Buy
4,897
+3,224
+193% +$479K ﹤0.01% 1074
2026
Q1 		$251K Buy
+1,673
New +$258K ﹤0.01% 1279
2025
Q3 		– Sell
-1,610
Closed -$262K – 1370
2025
Q2 		$262K Buy
1,610
+102
+7% +$18.3K ﹤0.01% 1014
2025
Q1 		$277K Sell
1,508
-2,253
-60% -$409K ﹤0.01% 874
2024
Q4 		$831K Buy
3,761
+558
+17% +$133K 0.01% 713
2024
Q3 		$825K Buy
3,203
+1,675
+110% +$415K 0.01% 709
2024
Q2 		$393K Sell
1,528
-1,250
-45% -$321K ﹤0.01% 878
2024
Q1 		$755K Buy
2,778
+109
+4% +$27.6K 0.01% 626
2023
Q4 		$645K Sell
2,669
-1
-0% -$238 0.01% 509
2023
Q3 		$671K Buy
2,670
+152
+6% +$39.7K 0.01% 471
2023
Q2 		$620K Buy
+2,518
New +$589K 0.01% 468

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

Savant Capital's STZ Position: Q2 2026 in Review

Savant Capital increased its Constellation Brands (STZ) stake by 193% in Q2 2026, buying an estimated $479K and bringing the position to 4,897 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Savant Capital first reported a position in STZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $831K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Savant Capital held 4,897 shares of Constellation Brands worth $654K as of Q2 2026.
  • Savant Capital bought 3,224 Constellation Brands shares in Q2 2026, an estimated $479K.
  • Constellation Brands made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1074 holding.
  • Savant Capital first reported a position in Constellation Brands in Q2 2023 and has held it in 11 quarters since.
  • Savant Capital's Constellation Brands position peaked at $831K in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.