XF
STZ icon

XML Financial’s Constellation Brands STZ Stock Holding History

XML Financial’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 		$452K Sell
3,248
-976
-23% -$145K 0.03% 302
2026
Q1 		$634K Buy
4,224
+225
+6% +$34.8K 0.05% 233
2025
Q4 		$552K Buy
3,999
+50
+1% +$6.86K 0.05% 243
2025
Q3 		$532K Buy
3,949
+1,760
+80% +$280K 0.04% 244
2025
Q2 		$356K Buy
2,189
+605
+38% +$109K 0.03% 286
2025
Q1 		$291K Buy
1,584
+155
+11% +$28.2K 0.03% 290
2024
Q4 		$316K Hold
1,429
– – 0.03% 288
2024
Q3 		$368K Sell
1,429
-75
-5% -$18.6K 0.03% 267
2024
Q2 		$387K Sell
1,504
-40
-3% -$10.3K 0.04% 246
2024
Q1 		$420K Buy
1,544
+5
+0.3% +$1.26K 0.04% 243
2023
Q4 		$372K Sell
1,539
-10
-0.6% -$2.38K 0.04% 243
2023
Q3 		$389K Sell
1,549
-1
-0.1% -$261 0.05% 225
2023
Q2 		$382K Buy
1,550
+20
+1% +$4.68K 0.04% 248
2023
Q1 		$346K Sell
1,530
-39
-2% -$8.68K 0.04% 251
2022
Q4 		$364K Buy
1,569
+23
+1% +$5.5K 0.05% 236
2022
Q3 		$355K Hold
1,546
– – 0.05% 229
2022
Q2 		$360K Buy
1,546
+75
+5% +$18.3K 0.08% 164
2022
Q1 		$339K Sell
1,471
-153
-9% -$35.3K 0.04% 247
2021
Q4 		$408K Sell
1,624
-60
-4% -$13.7K 0.05% 229
2021
Q3 		$355K Buy
1,684
+250
+17% +$54.6K 0.05% 236
2021
Q2 		$335K Sell
1,434
-32
-2% -$7.51K 0.07% 168
2021
Q1 		$334K Buy
1,466
+25
+2% +$5.63K 0.08% 162
2020
Q4 		$316K Buy
1,441
+348
+32% +$68.4K 0.08% 156
2020
Q3 		$207K Buy
+1,093
New +$199K 0.06% 178

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

XML Financial's STZ Position: Q2 2026 in Review

XML Financial reduced its Constellation Brands (STZ) stake by 23% in Q2 2026, selling an estimated $145K and leaving 3,248 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #302.

XML Financial first reported a position in STZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $634K in Q1 2026. 1,028 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • XML Financial held 3,248 shares of Constellation Brands worth $452K as of Q2 2026.
  • XML Financial sold 976 Constellation Brands shares in Q2 2026, an estimated $145K.
  • Constellation Brands made up 0.03% of XML Financial's portfolio in Q2 2026, its #302 holding.
  • XML Financial first reported a position in Constellation Brands in Q3 2020 and has held it in 24 quarters since.
  • XML Financial's Constellation Brands position peaked at $634K in Q1 2026.
  • 1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.