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Westside Investment Management’s Constellation Brands STZ Stock Holding History

Westside Investment 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 		$21.8K Sell
156
-4
-3% -$595 ﹤0.01% 895
2026
Q1 		$24.1K Buy
160
+1
+0.6% +$154 ﹤0.01% 829
2025
Q4 		$22.1K Buy
159
+94
+145% +$12.9K ﹤0.01% 835
2025
Q3 		$8.81K Sell
65
-36
-36% -$5.73K ﹤0.01% 1136
2025
Q2 		$16.6K Buy
+101
New +$18.1K ﹤0.01% 750
2024
Q4 		– Sell
-90
Closed -$23.2K – 1016
2024
Q3 		$23.2K Hold
90
– – ﹤0.01% 548
2024
Q2 		$23.2K Buy
90
+40
+80% +$10.3K 0.01% 521
2024
Q1 		$13.6K Buy
+50
New +$12.7K ﹤0.01% 576
2019
Q2 		$211 Buy
+1,075
New +$210K ﹤0.01% 190
2018
Q4 		$173K Hold
1,075
– – 0.06% 167
2018
Q3 		$229K Hold
1,075
– – 0.07% 136
2018
Q2 		$232K Hold
1,075
– – 0.08% 150
2018
Q1 		$245K Sell
1,075
-45
-4% -$9.91K 0.13% 137
2017
Q4 		$243K Sell
1,120
-80
-7% -$17.3K 0.13% 147
2017
Q3 		$250K Hold
1,200
– – 0.15% 125
2017
Q2 		$233K Sell
1,200
-50
-4% -$8.9K 0.15% 124
2017
Q1 		$202K Buy
1,250
+1,225
+4,900% +$191K 0.1% 125
2016
Q4 		$3.73K Buy
+25
New +$3.97K ﹤0.01% 544

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

Westside Investment Management's STZ Position: Q2 2026 in Review

Westside Investment Management reduced its Constellation Brands (STZ) stake by 2.5% in Q2 2026, selling an estimated $595 and leaving 156 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Westside Investment Management first reported a position in STZ in Q4 2016 and has held it in 18 quarters since. The position peaked at $250K in Q3 2017. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Westside Investment Management held 156 shares of Constellation Brands worth $21.8K as of Q2 2026.
  • Westside Investment Management sold 4 Constellation Brands shares in Q2 2026, an estimated $595.
  • Constellation Brands made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #895 holding.
  • Westside Investment Management first reported a position in Constellation Brands in Q4 2016 and has held it in 18 quarters since.
  • Westside Investment Management's Constellation Brands position peaked at $250K in Q3 2017.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.