Balance Wealth
STZ icon

Balance Wealth’s Constellation Brands STZ Stock Holding History

Balance Wealth’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 		$647 Buy
+6
New +$774 ﹤0.01% 871

Other funds holding STZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Balance Wealth's STZ Position: Q3 2026 in Review

Balance Wealth opened a new position in Constellation Brands (STZ) in Q3 2026: 6 shares worth $647. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings.

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

  • Balance Wealth held 6 shares of Constellation Brands worth $647 as of Q3 2026.
  • Constellation Brands was a new Balance Wealth position in Q3 2026.
  • Constellation Brands made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #871 holding.
  • 791 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.