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Tidemark’s Constellation Brands STZ Stock Holding History

Tidemark’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 		$278 Hold
2
– – ﹤0.01% 888
2026
Q1 		$300 Buy
+2
New +$309 ﹤0.01% 824
2024
Q4 		– Sell
-10
Closed -$2.58K – 678
2024
Q3 		$2.58K Hold
10
– – ﹤0.01% 540
2024
Q2 		$2.57K Hold
10
– – ﹤0.01% 519
2024
Q1 		$2.72K Hold
10
– – ﹤0.01% 578
2023
Q4 		$2.42K Buy
+10
New +$2.38K ﹤0.01% 585

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

Tidemark's STZ Position: Q2 2026 in Review

Tidemark held its Constellation Brands (STZ) position steady in Q2 2026 at 2 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Tidemark first reported a position in STZ in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.72K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Tidemark held 2 shares of Constellation Brands worth $278 as of Q2 2026.
  • Tidemark left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #888 holding.
  • Tidemark first reported a position in Constellation Brands in Q4 2023 and has held it in 6 quarters since.
  • Tidemark's Constellation Brands position peaked at $2.72K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.