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Summit Financial’s Constellation Brands STZ Stock Holding History

Summit Financial’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 		$237K Sell
1,703
-6,040
-78% -$898K ﹤0.01% 1441
2026
Q1 		$1.16M Buy
7,743
+2,551
+49% +$394K 0.01% 725
2025
Q4 		$716K Buy
5,192
+876
+20% +$120K 0.01% 775
2025
Q3 		$581K Sell
4,316
-344
-7% -$54.7K 0.01% 844
2025
Q2 		$758K Buy
4,660
+3,424
+277% +$614K 0.02% 474
2025
Q1 		$227K Buy
1,236
+83
+7% +$15.1K 0.01% 668
2024
Q4 		$255K Sell
1,153
-64
-5% -$15.2K 0.01% 571
2024
Q3 		$314K Sell
1,217
-56
-4% -$13.9K 0.01% 454
2024
Q2 		$328K Buy
+1,273
New +$327K 0.02% 402

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

Summit Financial's STZ Position: Q2 2026 in Review

Summit Financial reduced its Constellation Brands (STZ) stake by 78% in Q2 2026, selling an estimated $898K and leaving 1,703 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Summit Financial first reported a position in STZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q1 2026. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Summit Financial held 1,703 shares of Constellation Brands worth $237K as of Q2 2026.
  • Summit Financial sold 6,040 Constellation Brands shares in Q2 2026, an estimated $898K.
  • Constellation Brands made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1441 holding.
  • Summit Financial first reported a position in Constellation Brands in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's Constellation Brands position peaked at $1.16M in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.