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 Q1	$1.05K	Buy	+7	New	+$1.08K	﹤0.01%	1125

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cassaday & Co Wealth Management's STZ Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Constellation Brands (STZ) in Q1 2026: 7 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings.

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

Cassaday & Co Wealth Management held 7 shares of Constellation Brands worth $1.05K as of Q1 2026.
Constellation Brands was a new Cassaday & Co Wealth Management position in Q1 2026.
Constellation Brands made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1125 holding.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.