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Advocate Investing Services’s Constellation Brands STZ Stock Holding History

Advocate Investing 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 		$695 Hold
5
– – ﹤0.01% 430
2026
Q1 		$750 Hold
5
– – ﹤0.01% 411
2025
Q4 		$690 Buy
+5
New +$686 ﹤0.01% 396

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

Advocate Investing Services's STZ Position: Q2 2026 in Review

Advocate Investing Services held its Constellation Brands (STZ) position steady in Q2 2026 at 5 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Advocate Investing Services first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $750 in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Advocate Investing Services held 5 shares of Constellation Brands worth $695 as of Q2 2026.
  • Advocate Investing Services left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #430 holding.
  • Advocate Investing Services first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Constellation Brands position peaked at $750 in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.