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Whipplewood Advisors’s Constellation Brands STZ Stock Holding History

Whipplewood Advisors’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
-15
Closed -$2.25K – 981
2026
Q1 		$2.25K Buy
15
+7
+88% +$1.08K ﹤0.01% 754
2025
Q4 		$1.1K Buy
+8
New +$1.1K ﹤0.01% 395
2025
Q3 		– Sell
-136
Closed -$22.1K – 1046
2025
Q2 		$22.1K Buy
136
+76
+127% +$13.6K 0.01% 447
2025
Q1 		$25.5K Sell
60
-102
-63% -$18.5K 0.02% 412
2024
Q4 		$35.8K Buy
+162
New +$38.5K 0.02% 361

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

Whipplewood Advisors's STZ Position: Q2 2026 in Review

Whipplewood Advisors sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 15 shares — an estimated $2.25K sold.

Whipplewood Advisors first reported a position in STZ in Q4 2024 and held it in 5 quarters. The position peaked at $35.8K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Whipplewood Advisors reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 15 Constellation Brands shares in Q2 2026, an estimated $2.25K.
  • Whipplewood Advisors first reported a position in Constellation Brands in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Constellation Brands position peaked at $35.8K in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.