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BOK Financial Private Wealth’s Constellation Brands STZ Stock Holding History

BOK Financial Private 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
Q2 		$1.81K Buy
+13
New +$1.93K ﹤0.01% 633
2025
Q1 		– Sell
-32
Closed -$7.07K – 646
2024
Q4 		$7.07K Buy
32
+2
+7% +$475 ﹤0.01% 390
2024
Q3 		$7.73K Sell
30
-138
-82% -$34.2K ﹤0.01% 410
2024
Q2 		$43.2K Buy
+168
New +$43.2K ﹤0.01% 273
2024
Q1 		– Sell
-251
Closed -$60.7K – 539
2023
Q4 		$60.7K Sell
251
-15
-6% -$3.57K ﹤0.01% 225
2023
Q3 		$66.9K Buy
266
+25
+10% +$6.53K 0.01% 209
2023
Q2 		$59.3K Buy
241
+44
+22% +$10.3K ﹤0.01% 220
2023
Q1 		$44.5K Sell
197
-84
-30% -$18.7K ﹤0.01% 246
2022
Q4 		$65.1K Buy
281
+84
+43% +$20.1K 0.01% 220
2022
Q3 		$45K Buy
+197
New +$48K ﹤0.01% 252
2020
Q1 		– Sell
-12,979
Closed -$2.46M – 204
2019
Q4 		$2.46M Buy
+12,979
New +$2.45M 0.21% 75

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

BOK Financial Private Wealth's STZ Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Constellation Brands (STZ) in Q2 2026: 13 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in STZ as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in STZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.46M in Q4 2019. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • BOK Financial Private Wealth held 13 shares of Constellation Brands worth $1.81K as of Q2 2026.
  • Constellation Brands was a new BOK Financial Private Wealth position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #633 holding.
  • BOK Financial Private Wealth first reported a position in Constellation Brands in Q4 2019 and has held it in 11 quarters since.
  • BOK Financial Private Wealth's Constellation Brands position peaked at $2.46M in Q4 2019.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.