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Valley Wealth Managers’s Constellation Brands STZ Stock Holding History

Valley Wealth Managers’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 		$13.9K Hold
100
– – ﹤0.01% 271
2026
Q1 		$15K Hold
100
– – ﹤0.01% 255
2025
Q4 		$13.8K Hold
100
– – ﹤0.01% 266
2025
Q3 		$13.5K Hold
100
– – ﹤0.01% 250
2025
Q2 		$16.3K Hold
100
– – ﹤0.01% 231
2025
Q1 		$18.4K Hold
100
– – ﹤0.01% 248
2024
Q4 		$22.1K Hold
100
– – ﹤0.01% 257
2024
Q3 		$25.8K Hold
100
– – ﹤0.01% 253
2024
Q2 		$25.7K Hold
100
– – ﹤0.01% 246
2024
Q1 		$27.2K Hold
100
– – ﹤0.01% 233
2023
Q4 		$24.2K Hold
100
– – ﹤0.01% 238
2023
Q3 		$25.1K Hold
100
– – ﹤0.01% 247
2023
Q2 		$24.6K Sell
100
-13
-12% -$3.04K ﹤0.01% 238
2023
Q1 		$25.5K Sell
113
-39
-26% -$8.68K ﹤0.01% 245
2022
Q4 		$35.2K Buy
152
+39
+35% +$9.33K ﹤0.01% 246
2022
Q3 		$26K Hold
113
– – ﹤0.01% 275
2022
Q2 		$26K Buy
+113
New +$27.5K ﹤0.01% 285
2020
Q1 		– Sell
-2,081
Closed -$394K – 183
2019
Q4 		$394K Buy
2,081
+25
+1% +$4.72K 0.04% 147
2019
Q3 		$426K Sell
2,056
-975
-32% -$196K 0.05% 145
2019
Q2 		$597K Sell
3,031
-582
-16% -$114K 0.06% 128
2019
Q1 		$633K Buy
+3,613
New +$609K 0.07% 135

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

Valley Wealth Managers's STZ Position: Q2 2026 in Review

Valley Wealth Managers held its Constellation Brands (STZ) position steady in Q2 2026 at 100 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Valley Wealth Managers first reported a position in STZ in Q1 2019 and has held it in 21 quarters since. The position peaked at $633K in Q1 2019. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Valley Wealth Managers held 100 shares of Constellation Brands worth $13.9K as of Q2 2026.
  • Valley Wealth Managers left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #271 holding.
  • Valley Wealth Managers first reported a position in Constellation Brands in Q1 2019 and has held it in 21 quarters since.
  • Valley Wealth Managers's Constellation Brands position peaked at $633K in Q1 2019.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.