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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
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

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

SummitTX Capital's STZ Position: Q1 2026 in Review

SummitTX Capital sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 13,698 shares — an estimated $1.89M sold.

SummitTX Capital first reported a position in STZ in Q2 2025 and held it in 3 quarters. The position peaked at $1.89M in Q4 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • SummitTX Capital reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 13,698 Constellation Brands shares in Q1 2026, an estimated $1.89M.
  • SummitTX Capital first reported a position in Constellation Brands in Q2 2025 and held it in 3 quarters.
  • SummitTX Capital's Constellation Brands position peaked at $1.89M in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.