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Stone House Investment Management’s Constellation Brands STZ Stock Holding History

Stone House Investment 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 		$7.65K Buy
+55
New +$8.18K ﹤0.01% 479
2024
Q4 		– Sell
-15
Closed -$3.87K – 309
2024
Q3 		$3.87K Buy
+15
New +$3.72K ﹤0.01% 294
2023
Q2 		– Sell
-100
Closed -$22.6K – 358
2023
Q1 		$22.6K Buy
+100
New +$22.3K 0.01% 120

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 $3.38T AUM 44.17% 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

Stone House Investment Management's STZ Position: Q2 2026 in Review

Stone House Investment Management opened a new position in Constellation Brands (STZ) in Q2 2026: 55 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Stone House Investment Management previously reported a position in STZ as recently as Q3 2024.

Stone House Investment Management first reported a position in STZ in Q1 2023 and has held it in 3 quarters since. The position peaked at $22.6K in Q1 2023. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Stone House Investment Management held 55 shares of Constellation Brands worth $7.65K as of Q2 2026.
  • Constellation Brands was a new Stone House Investment Management position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #479 holding.
  • Stone House Investment Management first reported a position in Constellation Brands in Q1 2023 and has held it in 3 quarters since.
  • Stone House Investment Management's Constellation Brands position peaked at $22.6K in Q1 2023.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.