Westwood Holdings Group’s Constellation Brands STZ Stock Holding History

Westwood Holdings 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	$214K	Buy	+1,540	New	+$229K	﹤0.01%	620
2019 Q2	–	Sell	-10,562	Closed	-$1.85M	–	527
2019 Q1	$1.85M	Sell	10,562 -1,445	-12%	-$243K	0.02%	278
2018 Q4	$1.93M	Buy	12,007 +3,830	+47%	+$761K	0.02%	257
2018 Q3	$1.76M	Hold	8,177	–	–	0.02%	276
2018 Q2	$1.79M	Hold	8,177	–	–	0.02%	292
2018 Q1	$1.86M	Hold	8,177	–	–	0.02%	290
2017 Q4	$1.87M	Hold	8,177	–	–	0.01%	285
2017 Q3	$1.63M	Hold	8,177	–	–	0.01%	282
2017 Q2	$1.58M	Buy	8,177 +800	+11%	+$142K	0.01%	288
2017 Q1	$1.2M	Hold	7,377	–	–	0.01%	299
2016 Q4	$1.13M	Hold	7,377	–	–	0.01%	330
2016 Q3	$1.23M	Hold	7,377	–	–	0.01%	331
2016 Q2	$1.22M	Hold	7,377	–	–	0.01%	298
2016 Q1	$1.11M	Hold	7,377	–	–	0.01%	298
2015 Q4	$1.05M	Buy	+7,377	New	+$1.02M	0.01%	305

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

Westwood Holdings Group's STZ Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Constellation Brands (STZ) in Q2 2026: 1,540 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in STZ as recently as Q1 2019.

Westwood Holdings Group first reported a position in STZ in Q4 2015 and has held it in 15 quarters since. The position peaked at $1.93M in Q4 2018. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Westwood Holdings Group held 1,540 shares of Constellation Brands worth $214K as of Q2 2026.
Constellation Brands was a new Westwood Holdings Group position in Q2 2026.
Constellation Brands made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #620 holding.
Westwood Holdings Group first reported a position in Constellation Brands in Q4 2015 and has held it in 15 quarters since.
Westwood Holdings Group's Constellation Brands position peaked at $1.93M in Q4 2018.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.