Action Point Financial Planning’s Constellation Brands STZ Stock Holding History

Action Point Financial Planning’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	$21.3K	Buy	+157	New	+$23.3K	﹤0.01%	1100

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

Action Point Financial Planning's STZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Constellation Brands (STZ) in Q2 2026: 157 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings.

1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Action Point Financial Planning held 157 shares of Constellation Brands worth $21.3K as of Q2 2026.
Constellation Brands was a new Action Point Financial Planning position in Q2 2026.
Constellation Brands made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1100 holding.
1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.