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SummitTX Capital’s Constellation Brands STZ Stock Holding History

SummitTX Capital’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 		$804K Buy
+5,781
New +$859K 0.02% 497
2026
Q1 		– Sell
-13,698
Closed -$1.89M – 959
2025
Q4 		$1.89M Buy
13,698
+11,177
+443% +$1.53M 0.06% 318
2025
Q3 		$340K Sell
2,521
-2,227
-47% -$354K 0.01% 605
2025
Q2 		$772K Buy
+4,748
New +$852K 0.03% 419

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

SummitTX Capital's STZ Position: Q2 2026 in Review

SummitTX Capital opened a new position in Constellation Brands (STZ) in Q2 2026: 5,781 shares worth $804K. The stake represents 0.02% of the portfolio and ranks #497 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in STZ as recently as Q4 2025.

SummitTX Capital first reported a position in STZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.89M in Q4 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • SummitTX Capital held 5,781 shares of Constellation Brands worth $804K as of Q2 2026.
  • Constellation Brands was a new SummitTX Capital position in Q2 2026.
  • Constellation Brands made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #497 holding.
  • SummitTX Capital first reported a position in Constellation Brands in Q2 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Constellation Brands position peaked at $1.89M in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.