Shelter Mutual Insurance’s Constellation Brands STZ Stock Holding History

Shelter Mutual Insurance’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	$1.43M	Hold	10,300	–	–	0.3%	50
2026 Q1	$1.54M	Hold	10,300	–	–	0.34%	50
2025 Q4	$1.42M	Hold	10,300	–	–	0.32%	50
2025 Q3	$1.39M	Hold	10,300	–	–	0.31%	50
2025 Q2	$1.68M	Hold	10,300	–	–	0.39%	50
2025 Q1	$1.89M	Hold	10,300	–	–	0.46%	48
2024 Q4	$2.28M	Hold	10,300	–	–	0.57%	47
2024 Q3	$2.4M	Hold	10,300	–	–	0.57%	46
2024 Q2	$2.65M	Hold	10,300	–	–	0.69%	43
2024 Q1	$2.8M	Hold	10,300	–	–	0.72%	42
2023 Q4	$2.49M	Hold	10,300	–	–	0.69%	45
2023 Q3	$2.59M	Hold	10,300	–	–	0.72%	42
2023 Q2	$2.54M	Hold	10,300	–	–	0.62%	47
2023 Q1	$2.33M	Hold	10,300	–	–	0.65%	42
2022 Q4	$2.39M	Hold	10,300	–	–	0.69%	41
2022 Q3	$2.37M	Hold	10,300	–	–	0.77%	39
2022 Q2	$2.4M	Hold	10,300	–	–	0.73%	40
2022 Q1	$2.37M	Hold	10,300	–	–	0.62%	44
2021 Q4	$2.58M	Hold	10,300	–	–	0.67%	42
2021 Q3	$2.17M	Hold	10,300	–	–	0.61%	45
2021 Q2	$2.41M	Hold	10,300	–	–	0.67%	42
2021 Q1	$2.35M	Hold	10,300	–	–	0.66%	43
2020 Q4	$2.26M	Hold	10,300	–	–	0.71%	40
2020 Q3	$1.95M	Hold	10,300	–	–	0.67%	39
2020 Q2	$1.8M	Buy	+10,300	New	+$1.72M	0.67%	40

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

Shelter Mutual Insurance's STZ Position: Q2 2026 in Review

Shelter Mutual Insurance held its Constellation Brands (STZ) position steady in Q2 2026 at 10,300 shares worth $1.43M. The position accounts for 0.3% of the portfolio, ranked #50.

Shelter Mutual Insurance first reported a position in STZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.8M in Q1 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Shelter Mutual Insurance held 10,300 shares of Constellation Brands worth $1.43M as of Q2 2026.
Shelter Mutual Insurance left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up 0.3% of Shelter Mutual Insurance's portfolio in Q2 2026, its #50 holding.
Shelter Mutual Insurance first reported a position in Constellation Brands in Q2 2020 and has held it in 25 quarters since.
Shelter Mutual Insurance's Constellation Brands position peaked at $2.8M in Q1 2024.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.