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Western Wealth Management’s Constellation Brands STZ Stock Holding History

Western Wealth Management’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 		$949K Sell
6,822
-697
-9% -$104K 0.03% 496
2026
Q1 		$1.13M Buy
+7,519
New +$1.16M 0.04% 409
2025
Q1 		– Sell
-4,735
Closed -$1.05M – 774
2024
Q4 		$1.05M Sell
4,735
-202
-4% -$48K 0.06% 305
2024
Q3 		$1.27M Buy
4,937
+3,791
+331% +$940K 0.07% 266
2024
Q2 		$295K Buy
1,146
+1
+0.1% +$257 0.02% 507
2024
Q1 		$311K Sell
1,145
-3,897
-77% -$986K 0.02% 495
2023
Q4 		$1.22M Sell
5,042
-51
-1% -$12.1K 0.09% 239
2023
Q3 		$1.28M Buy
5,093
+184
+4% +$48K 0.11% 199
2023
Q2 		$1.21M Buy
4,909
+260
+6% +$60.8K 0.1% 203
2023
Q1 		$1.05M Buy
4,649
+214
+5% +$47.6K 0.1% 224
2022
Q4 		$1.03M Sell
4,435
-1,128
-20% -$270K 0.11% 214
2022
Q3 		$1.33M Buy
5,563
+716
+15% +$174K 0.08% 250
2022
Q2 		$1.16M Buy
4,847
+229
+5% +$55.7K 0.07% 275
2022
Q1 		$1.06M Buy
4,618
+3,475
+304% +$802K 0.05% 325
2021
Q4 		$287K Buy
+1,143
New +$260K 0.03% 484
2021
Q2 		$907K Buy
3,857
+1,856
+93% +$436K 0.09% 229
2021
Q1 		$456K Buy
2,001
+1,086
+119% +$245K 0.06% 300
2020
Q4 		$200K Buy
+915
New +$180K 0.03% 451
2020
Q2 		– Sell
-1,901
Closed -$273K – 451
2020
Q1 		$273K Sell
1,901
-1,870
-50% -$330K 0.06% 281
2019
Q4 		$716K Sell
3,771
-457
-11% -$86.3K 0.11% 183
2019
Q3 		$874K Buy
4,228
+139
+3% +$27.9K 0.18% 132
2019
Q2 		$810K Buy
4,089
+308
+8% +$60.1K 0.11% 152
2019
Q1 		$662K Sell
3,781
-384
-9% -$64.7K 0.15% 164
2018
Q4 		$670K Buy
+4,165
New +$828K 0.18% 139

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

Western Wealth Management's STZ Position: Q2 2026 in Review

Western Wealth Management reduced its Constellation Brands (STZ) stake by 9.3% in Q2 2026, selling an estimated $104K and leaving 6,822 shares worth $949K. The position accounts for 0.03% of the portfolio, ranked #496.

Western Wealth Management first reported a position in STZ in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.33M in Q3 2022. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Western Wealth Management held 6,822 shares of Constellation Brands worth $949K as of Q2 2026.
  • Western Wealth Management sold 697 Constellation Brands shares in Q2 2026, an estimated $104K.
  • Constellation Brands made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #496 holding.
  • Western Wealth Management first reported a position in Constellation Brands in Q4 2018 and has held it in 24 quarters since.
  • Western Wealth Management's Constellation Brands position peaked at $1.33M in Q3 2022.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.