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

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 Securities Group's STZ Position: Q1 2026 in Review

Summit Securities Group reduced its Constellation Brands (STZ) stake by 89% in Q1 2026, selling an estimated $28.7K and leaving 23 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Summit Securities Group first reported a position in STZ in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.2M in Q1 2020. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Summit Securities Group held 23 shares of Constellation Brands worth $3.45K as of Q1 2026.
  • Summit Securities Group sold 186 Constellation Brands shares in Q1 2026, an estimated $28.7K.
  • Constellation Brands made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #865 holding.
  • Summit Securities Group first reported a position in Constellation Brands in Q4 2015 and has held it in 19 quarters since.
  • Summit Securities Group's Constellation Brands position peaked at $1.2M in Q1 2020.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.