Superior Planning, LLC’s Constellation Brands STZ Stock Holding History

Superior Planning, LLC’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 Q3	$166K	Buy	+1,464	New	+$189K	0.07%	185

Other funds holding STZ

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Superior Planning, LLC's STZ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Constellation Brands (STZ) in Q3 2026: 1,464 shares worth $166K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings.

657 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Superior Planning, LLC held 1,464 shares of Constellation Brands worth $166K as of Q3 2026.
Constellation Brands was a new Superior Planning, LLC position in Q3 2026.
Constellation Brands made up 0.07% of Superior Planning, LLC's portfolio in Q3 2026, its #185 holding.
657 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.