Badgley Phelps Wealth Managers
STZ icon

Badgley Phelps Wealth Managers’s Constellation Brands STZ Stock Holding History

Badgley Phelps Wealth Managers’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 		$618K Buy
5,467
+49
+0.9% +$6.32K 0.01% 230
2026
Q2 		$754K Sell
5,418
-302
-5% -$44.9K 0.01% 218
2026
Q1 		$858K Buy
5,720
+250
+5% +$38.6K 0.02% 209
2025
Q4 		$755K Sell
5,470
-314
-5% -$43.1K 0.01% 211
2025
Q3 		$779K Sell
5,784
-58
-1% -$9.23K 0.02% 198
2025
Q2 		$950K Buy
5,842
+71
+1% +$12.7K 0.02% 179
2025
Q1 		$1.06M Sell
5,771
-254
-4% -$46.1K 0.03% 172
2024
Q4 		$1.33M Hold
6,025
– – 0.03% 163
2024
Q3 		$1.55M Sell
6,025
-17
-0.3% -$4.21K 0.04% 154
2024
Q2 		$1.55M Sell
6,042
-3
-0% -$772 0.04% 148
2024
Q1 		$1.64M Buy
6,045
+20
+0.3% +$5.06K 0.04% 147
2023
Q4 		$1.46M Buy
6,025
+3,029
+101% +$720K 0.04% 146
2023
Q3 		$753K Buy
2,996
+424
+16% +$111K 0.03% 155
2023
Q2 		$633K Buy
2,572
+24
+0.9% +$5.62K 0.02% 168
2023
Q1 		$576K Hold
2,548
– – 0.02% 149
2022
Q4 		$590K Sell
2,548
-5
-0.2% -$1.2K 0.02% 144
2022
Q3 		$586K Buy
2,553
+711
+39% +$173K 0.03% 135
2022
Q2 		$429K Sell
1,842
-552
-23% -$134K 0.02% 153
2022
Q1 		$551K Buy
2,394
+303
+14% +$70K 0.02% 152
2021
Q4 		$525K Sell
2,091
-3,178
-60% -$724K 0.02% 158
2021
Q3 		$1.11M Buy
+5,269
New +$1.15M 0.04% 131

Other funds holding STZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Badgley Phelps Wealth Managers's STZ Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Constellation Brands (STZ) stake by 0.9% in Q3 2026, buying an estimated $6.32K and bringing the position to 5,467 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #230.

Badgley Phelps Wealth Managers first reported a position in STZ in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.64M in Q1 2024. 576 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Badgley Phelps Wealth Managers held 5,467 shares of Constellation Brands worth $618K as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 49 Constellation Brands shares in Q3 2026, an estimated $6.32K.
  • Constellation Brands made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #230 holding.
  • Badgley Phelps Wealth Managers first reported a position in Constellation Brands in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's Constellation Brands position peaked at $1.64M in Q1 2024.
  • 576 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.