Strategic Investment Solutions’s Constellation Brands STZ Stock Holding History

Strategic Investment Solutions’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	$225K	Sell	1,616 -45	-3%	-$6.69K	0.05%	145
2026 Q1	$249K	Buy	1,661 +8	+0.5%	+$1.24K	0.06%	131
2025 Q4	$228K	Buy	1,653 +309	+23%	+$42.4K	0.05%	127
2025 Q3	$181K	Buy	1,344 +293	+28%	+$46.6K	0.05%	143
2025 Q2	$171K	Sell	1,051 -10	-0.9%	-$1.79K	0.05%	133
2025 Q1	$195K	Sell	1,061 -55	-5%	-$9.99K	0.06%	108
2024 Q4	$247K	Sell	1,116 -42	-4%	-$9.98K	0.08%	90
2024 Q3	$298K	Buy	1,158 +51	+5%	+$12.6K	0.09%	84
2024 Q2	$253K	Buy	+1,107	New	+$285K	0.08%	84
2023 Q4	$277K	Sell	1,145 -70,523	-98%	-$16.8M	0.05%	158
2023 Q3	$18.7M	Buy	71,668 +70,532	+6,209%	+$18.4M	0.23%	67
2023 Q2	$276K	Buy	1,136 +4	+0.4%	+$936	0.06%	112
2023 Q1	$256K	Buy	1,132 +3	+0.3%	+$668	0.05%	151
2022 Q4	$262K	Buy	+1,129	New	+$270K	0.13%	78

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

Strategic Investment Solutions's STZ Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Constellation Brands (STZ) stake by 2.7% in Q2 2026, selling an estimated $6.69K and leaving 1,616 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #145.

Strategic Investment Solutions first reported a position in STZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.7M in Q3 2023. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Strategic Investment Solutions held 1,616 shares of Constellation Brands worth $225K as of Q2 2026.
Strategic Investment Solutions sold 45 Constellation Brands shares in Q2 2026, an estimated $6.69K.
Constellation Brands made up 0.05% of Strategic Investment Solutions's portfolio in Q2 2026, its #145 holding.
Strategic Investment Solutions first reported a position in Constellation Brands in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Constellation Brands position peaked at $18.7M in Q3 2023.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.