SSG
STZ icon

Summit Securities Group’s Constellation Brands STZ Stock Holding History

Summit Securities Group’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 		$4.45K Buy
32
+9
+39% +$1.34K ﹤0.01% 1000
2026
Q1 		$3.45K Sell
23
-186
-89% -$28.7K ﹤0.01% 865
2025
Q4 		$28.8K Sell
209
-36
-15% -$4.94K ﹤0.01% 735
2025
Q3 		$33K Buy
245
+142
+138% +$22.6K 0.01% 658
2025
Q2 		$16.8K Buy
+103
New +$18.5K ﹤0.01% 767
2024
Q3 		– Sell
-1
Closed – – 848
2024
Q2 		$0 Buy
+1
New +$257 ﹤0.01% 782
2024
Q1 		– Sell
-49
Closed -$12K – 864
2023
Q4 		$12K Buy
+49
New +$11.7K ﹤0.01% 510
2023
Q3 		– Sell
-210
Closed -$52K – 992
2023
Q2 		$52K Sell
210
-195
-48% -$45.6K 0.01% 402
2023
Q1 		$91K Buy
405
+240
+145% +$53.4K 0.01% 316
2022
Q4 		$38K Sell
165
-2,471
-94% -$591K ﹤0.01% 778
2022
Q3 		$605K Buy
2,636
+2,295
+673% +$559K 0.05% 220
2022
Q2 		$79K Buy
341
+274
+409% +$66.7K 0.01% 453
2022
Q1 		$15K Buy
+67
New +$15.5K ﹤0.01% 769
2021
Q3 		– Sell
-1,105
Closed -$258K – 879
2021
Q2 		$258K Buy
1,105
+205
+23% +$48.1K 0.02% 575
2021
Q1 		$205K Sell
900
-200
-18% -$45.1K 0.02% 529
2020
Q4 		$241K Buy
+1,100
New +$216K 0.02% 495
2020
Q2 		– Sell
-8,400
Closed -$1.2M – 472
2020
Q1 		$1.2M Buy
+8,400
New +$1.48M 0.21% 101
2019
Q4 		– Sell
-2,200
Closed -$456K – 512
2019
Q3 		$456K Buy
+2,200
New +$442K 0.04% 211
2018
Q3 		– Sell
-1,000
Closed -$219K – 261
2018
Q2 		$219K Buy
+1,000
New +$226K 0.03% 203
2016
Q1 		– Sell
-3,700
Closed -$527K – 312
2015
Q4 		$527K Buy
+3,700
New +$509K 0.17% 88

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 Securities Group's STZ Position: Q2 2026 in Review

Summit Securities Group increased its Constellation Brands (STZ) stake by 39% in Q2 2026, buying an estimated $1.34K and bringing the position to 32 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Summit Securities Group first reported a position in STZ in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.2M in Q1 2020. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Summit Securities Group held 32 shares of Constellation Brands worth $4.45K as of Q2 2026.
  • Summit Securities Group bought 9 Constellation Brands shares in Q2 2026, an estimated $1.34K.
  • Constellation Brands made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1000 holding.
  • Summit Securities Group first reported a position in Constellation Brands in Q4 2015 and has held it in 20 quarters since.
  • Summit Securities Group's Constellation Brands position peaked at $1.2M in Q1 2020.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.