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Beacon Investment Advisory Services’s Constellation Brands STZ Stock Holding History

Beacon Investment Advisory 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 		$6.96K Hold
50
– – ﹤0.01% 655
2026
Q1 		$7.5K Buy
+50
New +$7.72K ﹤0.01% 661

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

Beacon Investment Advisory Services's STZ Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Constellation Brands (STZ) position steady in Q2 2026 at 50 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Beacon Investment Advisory Services first reported a position in STZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.5K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Beacon Investment Advisory Services held 50 shares of Constellation Brands worth $6.96K as of Q2 2026.
  • Beacon Investment Advisory Services left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #655 holding.
  • Beacon Investment Advisory Services first reported a position in Constellation Brands in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Constellation Brands position peaked at $7.5K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.