Wallace Advisory Group’s Constellation Brands STZ Stock Holding History

Wallace Advisory Group’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	$349K	Sell	2,508 -42	-2%	-$6.24K	0.33%	80
2026 Q1	$383K	Buy	2,550 +612	+32%	+$94.5K	0.41%	54
2025 Q4	$267K	Buy	+1,938	New	+$266K	0.28%	99
2023 Q3	–	Sell	-1,019	Closed	-$230K	–	188
2023 Q2	$230K	Hold	1,019	–	–	0.18%	141
2023 Q1	$230K	Sell	1,019 -35	-3%	-$7.79K	0.18%	141
2022 Q4	$244K	Buy	+1,054	New	+$252K	0.19%	125

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wallace Advisory Group's STZ Position: Q2 2026 in Review

Wallace Advisory Group reduced its Constellation Brands (STZ) stake by 1.6% in Q2 2026, selling an estimated $6.24K and leaving 2,508 shares worth $349K. The position accounts for 0.33% of the portfolio, ranked #80.

Wallace Advisory Group first reported a position in STZ in Q4 2022 and has held it in 6 quarters since. The position peaked at $383K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Wallace Advisory Group held 2,508 shares of Constellation Brands worth $349K as of Q2 2026.
Wallace Advisory Group sold 42 Constellation Brands shares in Q2 2026, an estimated $6.24K.
Constellation Brands made up 0.33% of Wallace Advisory Group's portfolio in Q2 2026, its #80 holding.
Wallace Advisory Group first reported a position in Constellation Brands in Q4 2022 and has held it in 6 quarters since.
Wallace Advisory Group's Constellation Brands position peaked at $383K in Q1 2026.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.