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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Financial's STZ Position: Q1 2026 in Review

Summit Financial increased its Constellation Brands (STZ) stake by 49% in Q1 2026, buying an estimated $394K and bringing the position to 7,743 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #725.

Summit Financial first reported a position in STZ in Q2 2024 and has held it in 8 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Summit Financial held 7,743 shares of Constellation Brands worth $1.16M as of Q1 2026.
  • Summit Financial bought 2,551 Constellation Brands shares in Q1 2026, an estimated $394K.
  • Constellation Brands made up 0.01% of Summit Financial's portfolio in Q1 2026, its #725 holding.
  • Summit Financial first reported a position in Constellation Brands in Q2 2024 and has held it in 8 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.