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Burk Holdings’s Constellation Brands STZ Stock Holding History

Burk Holdings’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% 612
2026
Q1 		$750 Buy
+5
New +$772 ﹤0.01% 622

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

Burk Holdings's STZ Position: Q2 2026 in Review

Burk Holdings 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 #612.

Burk Holdings first reported a position in STZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $750 in Q1 2026. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Burk Holdings held 5 shares of Constellation Brands worth $695 as of Q2 2026.
  • Burk Holdings left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #612 holding.
  • Burk Holdings first reported a position in Constellation Brands in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's Constellation Brands position peaked at $750 in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.