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Umpqua Bank’s Constellation Brands STZ Stock Holding History

Umpqua Bank’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 		$230K Buy
1,655
+100
+6% +$14.9K 0.05% 153
2026
Q1 		$233K Sell
1,555
-300
-16% -$46.3K 0.07% 148
2025
Q4 		$256K Sell
1,855
-58
-3% -$7.96K 0.07% 142
2025
Q3 		$266K Buy
1,913
+151
+9% +$24K 0.07% 144
2025
Q2 		$301K Buy
1,762
+433
+33% +$77.7K 0.09% 141
2025
Q1 		$244K Buy
1,329
+135
+11% +$24.5K 0.08% 145
2024
Q4 		$218K Buy
1,194
+44
+4% +$10.5K 0.08% 149
2024
Q3 		$296K Buy
1,150
+26
+2% +$6.45K 0.11% 127
2024
Q2 		$289K Buy
1,124
+49
+5% +$12.6K 0.11% 125
2024
Q1 		$292K Buy
+1,075
New +$272K 0.12% 118

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

Umpqua Bank's STZ Position: Q2 2026 in Review

Umpqua Bank increased its Constellation Brands (STZ) stake by 6.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,655 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #153.

Umpqua Bank first reported a position in STZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $301K in Q2 2025. 1,020 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Umpqua Bank held 1,655 shares of Constellation Brands worth $230K as of Q2 2026.
  • Umpqua Bank bought 100 Constellation Brands shares in Q2 2026, an estimated $14.9K.
  • Constellation Brands made up 0.05% of Umpqua Bank's portfolio in Q2 2026, its #153 holding.
  • Umpqua Bank first reported a position in Constellation Brands in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Constellation Brands position peaked at $301K in Q2 2025.
  • 1,020 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.