SSG
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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
2020
Q2 		– Sell
-20
Closed -$287K – 471
2020
Q1 		$287K Buy
+20
New +$3.53K 0.05% 213
2019
Q2 		– Sell
-93
Closed -$1.63M – 386
2019
Q1 		$1.63M Buy
+93
New +$15.7K 0.3% 58

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. 1,030 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.
  • 1,030 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.