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Vickerman Investment Advisors’s Constellation Brands STZ Stock Holding History

Vickerman Investment 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 		$1.27M Sell
9,101
-92
-1% -$13.7K 0.25% 57
2026
Q1 		$1.38M Sell
9,193
-327
-3% -$50.5K 0.29% 52
2025
Q4 		$1.31M Sell
9,520
-7,982
-46% -$1.1M 0.26% 52
2025
Q3 		$2.36M Buy
17,502
+1,110
+7% +$177K 0.48% 52
2025
Q2 		$2.67M Buy
16,392
+13,985
+581% +$2.51M 0.57% 51
2025
Q1 		$442K Buy
+2,407
New +$437K 0.1% 67

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

Vickerman Investment Advisors's STZ Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its Constellation Brands (STZ) stake by 1% in Q2 2026, selling an estimated $13.7K and leaving 9,101 shares worth $1.27M. The position accounts for 0.25% of the portfolio, ranked #57.

Vickerman Investment Advisors first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.67M in Q2 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Vickerman Investment Advisors held 9,101 shares of Constellation Brands worth $1.27M as of Q2 2026.
  • Vickerman Investment Advisors sold 92 Constellation Brands shares in Q2 2026, an estimated $13.7K.
  • Constellation Brands made up 0.25% of Vickerman Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Vickerman Investment Advisors first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • Vickerman Investment Advisors's Constellation Brands position peaked at $2.67M in Q2 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.