Cassaday & Co Wealth Management
STZ icon

Cassaday & Co Wealth Management’s Constellation Brands STZ Stock Holding History

Cassaday & Co Wealth Management’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 		$340 Sell
3
-4
-57% -$516 ﹤0.01% 1198
2026
Q2 		$974 Hold
7
– – ﹤0.01% 1081
2026
Q1 		$1.05K Buy
+7
New +$1.08K ﹤0.01% 1125

Other funds holding STZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Cassaday & Co Wealth Management's STZ Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its Constellation Brands (STZ) stake by 57% in Q3 2026, selling an estimated $516 and leaving 3 shares worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Cassaday & Co Wealth Management first reported a position in STZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.05K in Q1 2026. 796 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Cassaday & Co Wealth Management held 3 shares of Constellation Brands worth $340 as of Q3 2026.
  • Cassaday & Co Wealth Management sold 4 Constellation Brands shares in Q3 2026, an estimated $516.
  • Constellation Brands made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #1198 holding.
  • Cassaday & Co Wealth Management first reported a position in Constellation Brands in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Constellation Brands position peaked at $1.05K in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.