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Twin Peaks Wealth Advisors’s Constellation Brands STZ Stock Holding History

Twin Peaks Wealth 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 		– Sell
-171
Closed -$25.7K – 1948
2026
Q1 		$25.7K Buy
+171
New +$26.4K 0.01% 625
2025
Q3 		– Sell
-286
Closed -$48.6K – 1876
2025
Q2 		$48.6K Buy
+286
New +$51.3K 0.02% 354

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

Twin Peaks Wealth Advisors's STZ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 171 shares — an estimated $25.7K sold.

Twin Peaks Wealth Advisors first reported a position in STZ in Q2 2025 and held it in 2 quarters. The position peaked at $48.6K in Q2 2025. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 171 Constellation Brands shares in Q2 2026, an estimated $25.7K.
  • Twin Peaks Wealth Advisors first reported a position in Constellation Brands in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Constellation Brands position peaked at $48.6K in Q2 2025.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.