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Trifecta Capital Advisors’s Constellation Brands STZ Stock Holding History

Trifecta Capital 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
2026
Q2 		$279 Buy
+2
New +$297 ﹤0.01% 450
2025
Q4 		– Sell
-10
Closed -$1.35K – 423
2025
Q3 		$1.35K Hold
10
– – ﹤0.01% 385
2025
Q2 		$1.63K Hold
10
– – ﹤0.01% 369
2025
Q1 		$1.84K Buy
10
+2
+25% +$363 ﹤0.01% 321
2024
Q4 		$1.77K Hold
8
– – ﹤0.01% 317
2024
Q3 		$2.06K Hold
8
– – ﹤0.01% 308
2024
Q2 		$2.06K Hold
8
– – ﹤0.01% 309
2024
Q1 		$2.17K Hold
8
– – ﹤0.01% 300
2023
Q4 		$1.93K Sell
8
-280
-97% -$66.6K ﹤0.01% 334
2023
Q3 		$72.4K Buy
288
+30
+12% +$7.83K 0.02% 117
2023
Q2 		$63.5K Hold
258
– – 0.02% 128
2023
Q1 		$58.3K Buy
258
+250
+3,125% +$55.6K 0.02% 135
2022
Q4 		$1.85K Buy
+8
New +$1.92K ﹤0.01% 316

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

Trifecta Capital Advisors's STZ Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Constellation Brands (STZ) in Q2 2026: 2 shares worth $279. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in STZ as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in STZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $72.4K in Q3 2023. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Trifecta Capital Advisors held 2 shares of Constellation Brands worth $279 as of Q2 2026.
  • Constellation Brands was a new Trifecta Capital Advisors position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #450 holding.
  • Trifecta Capital Advisors first reported a position in Constellation Brands in Q4 2022 and has held it in 13 quarters since.
  • Trifecta Capital Advisors's Constellation Brands position peaked at $72.4K in Q3 2023.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.