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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
Q1 		$750 Buy
+5
New +$772 ﹤0.01% 622

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Burk Holdings's STZ Position: Q1 2026 in Review

Burk Holdings opened a new position in Constellation Brands (STZ) in Q1 2026: 5 shares worth $750. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Burk Holdings held 5 shares of Constellation Brands worth $750 as of Q1 2026.
  • Constellation Brands was a new Burk Holdings position in Q1 2026.
  • Constellation Brands made up ﹤0.01% of Burk Holdings's portfolio in Q1 2026, its #622 holding.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.