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 Q3	–	Sell	-5	Closed	-$695	–	985
2026 Q2	$695	Hold	5	–	–	﹤0.01%	612
2026 Q1	$750	Buy	+5	New	+$772	﹤0.01%	622

Other funds holding STZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Burk Holdings's STZ Position: Q3 2026 in Review

Burk Holdings sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 5 shares — an estimated $695 sold.

Burk Holdings first reported a position in STZ in Q1 2026 and held it in 2 quarters. The position peaked at $750 in Q1 2026. 576 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Burk Holdings reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
Burk Holdings sold 5 Constellation Brands shares in Q3 2026, an estimated $695.
Burk Holdings first reported a position in Constellation Brands in Q1 2026 and held it in 2 quarters.
Burk Holdings's Constellation Brands position peaked at $750 in Q1 2026.
576 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.