Compass Financial Management’s Constellation Brands STZ Stock Holding History

Compass Financial 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 Q2	$21.8K	Buy	+166	New	+$24.7K	﹤0.01%	877

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Compass Financial Management's STZ Position: Q2 2026 in Review

Compass Financial Management opened a new position in Constellation Brands (STZ) in Q2 2026: 166 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings.

975 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Compass Financial Management held 166 shares of Constellation Brands worth $21.8K as of Q2 2026.
Constellation Brands was a new Compass Financial Management position in Q2 2026.
Constellation Brands made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #877 holding.
975 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.