CWP
STZ icon

Clark Wealth Partners’s Constellation Brands STZ Stock Holding History

Clark Wealth Partners’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 		$1.79K Hold
13
– – ﹤0.01% 429
2026
Q1 		$1.92K Hold
13
– – ﹤0.01% 458
2025
Q4 		$1.76K Hold
13
– – ﹤0.01% 442
2025
Q3 		$1.76K Hold
13
– – ﹤0.01% 442
2025
Q2 		$2.04K Sell
13
-7
-35% -$1.26K ﹤0.01% 382
2025
Q1 		$3.76K Hold
20
– – ﹤0.01% 298
2024
Q4 		$4.51K Buy
+20
New +$4.75K ﹤0.01% 247

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Clark Wealth Partners's STZ Position: Q2 2026 in Review

Clark Wealth Partners held its Constellation Brands (STZ) position steady in Q2 2026 at 13 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Clark Wealth Partners first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.51K in Q4 2024. 975 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Clark Wealth Partners held 13 shares of Constellation Brands worth $1.79K as of Q2 2026.
  • Clark Wealth Partners left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #429 holding.
  • Clark Wealth Partners first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Constellation Brands position peaked at $4.51K in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.