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SMA Capital’s Constellation Brands STZ Stock Holding History

SMA 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 		$976K Buy
+7,019
New +$1.04M 0.41% 57

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

SMA Capital's STZ Position: Q2 2026 in Review

SMA Capital opened a new position in Constellation Brands (STZ) in Q2 2026: 7,019 shares worth $976K. The stake represents 0.41% of the portfolio and ranks #57 among its holdings.

1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • SMA Capital held 7,019 shares of Constellation Brands worth $976K as of Q2 2026.
  • Constellation Brands was a new SMA Capital position in Q2 2026.
  • Constellation Brands made up 0.41% of SMA Capital's portfolio in Q2 2026, its #57 holding.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.