1 North Wealth Services’s Constellation Brands STZ Stock Holding History

1 North Wealth Services’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	$6.96K	Hold	50	–	–	﹤0.01%	209
2026 Q1	$7.5K	Hold	50	–	–	﹤0.01%	172
2025 Q4	$6.9K	Hold	50	–	–	﹤0.01%	186
2025 Q3	$6.73K	Hold	50	–	–	﹤0.01%	174
2025 Q2	$8.13K	Hold	50	–	–	﹤0.01%	159
2025 Q1	$9.18K	Buy	+50	New	+$9.08K	﹤0.01%	154
2019 Q4	$12K	Hold	65	–	–	0.01%	186
2019 Q3	$13K	Buy	+65	New	+$13.1K	0.01%	141
2019 Q1	$11K	Hold	65	–	–	0.01%	140
2018 Q4	$10K	Buy	+65	New	+$12.9K	0.01%	149

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

1 North Wealth Services's STZ Position: Q2 2026 in Review

1 North Wealth Services held its Constellation Brands (STZ) position steady in Q2 2026 at 50 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

1 North Wealth Services first reported a position in STZ in Q4 2018 and has held it in 10 quarters since. The position peaked at $13K in Q3 2019. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

1 North Wealth Services held 50 shares of Constellation Brands worth $6.96K as of Q2 2026.
1 North Wealth Services left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #209 holding.
1 North Wealth Services first reported a position in Constellation Brands in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Constellation Brands position peaked at $13K in Q3 2019.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.