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Summit Trail Advisors’s Constellation Brands STZ Stock Holding History

Summit Trail Advisors’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
2025
Q4 		– Hold
0
– -$156K – 1371
2025
Q3 		– Hold
0
– – – 1308

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 Trail Advisors's STZ Position: Q2 2026 in Review

Summit Trail Advisors reduced its Constellation Brands (STZ) stake by 15% in Q2 2026, selling an estimated $426K and leaving 16,330 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #527.

Summit Trail Advisors first reported a position in STZ in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.88M in Q1 2026. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Summit Trail Advisors held 16,330 shares of Constellation Brands worth $2.27M as of Q2 2026.
  • Summit Trail Advisors sold 2,863 Constellation Brands shares in Q2 2026, an estimated $426K.
  • Constellation Brands made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #527 holding.
  • Summit Trail Advisors first reported a position in Constellation Brands in Q4 2017 and has held it in 17 quarters since.
  • Summit Trail Advisors's Constellation Brands position peaked at $2.88M in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.