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WFA of San Diego’s Constellation Brands STZ Stock Holding History

WFA of San Diego’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 		– Sell
-440
Closed -$66K – 342
2026
Q1 		$66K Hold
440
– – 0.05% 161
2025
Q4 		$60.7K Hold
440
– – 0.04% 179
2025
Q3 		$59.3K Sell
440
-60
-12% -$9.54K 0.04% 185
2025
Q2 		$81.3K Buy
+500
New +$89.7K 0.06% 158
2023
Q1 		– Sell
-500
Closed -$116K – 380
2022
Q4 		$116K Buy
+500
New +$120K 0.09% 129
2022
Q1 		– Sell
-500
Closed -$125K – 154
2021
Q4 		$125K Buy
+500
New +$114K 0.07% 148
2021
Q1 		– Sell
-100
Closed -$219K – 122
2020
Q4 		$219K Buy
+100
New +$19.7K 0.06% 46

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 $3.38T AUM 44.17% 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

WFA of San Diego's STZ Position: Q2 2026 in Review

WFA of San Diego sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 440 shares — an estimated $66K sold.

WFA of San Diego first reported a position in STZ in Q4 2020 and held it in 7 quarters. The position peaked at $219K in Q4 2020. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • WFA of San Diego reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 440 Constellation Brands shares in Q2 2026, an estimated $66K.
  • WFA of San Diego first reported a position in Constellation Brands in Q4 2020 and held it in 7 quarters.
  • WFA of San Diego's Constellation Brands position peaked at $219K in Q4 2020.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.