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Concord Wealth Partners’s Constellation Brands STZ Stock Holding History

Concord 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 		$27.8K Buy
+200
New +$29.7K ﹤0.01% 444
2026
Q1 		– Sell
-200
Closed -$27.6K – 712
2025
Q4 		$27.6K Hold
200
– – ﹤0.01% 400
2025
Q3 		$26.9K Sell
200
-210
-51% -$33.4K ﹤0.01% 419
2025
Q2 		$66.7K Buy
410
+210
+105% +$37.7K 0.01% 305
2025
Q1 		$36.7K Hold
200
– – 0.01% 365
2024
Q4 		$44.2K Hold
200
– – 0.01% 347
2024
Q3 		$51.5K Hold
200
– – 0.01% 331
2024
Q2 		$51.5K Hold
200
– – 0.01% 309
2024
Q1 		$54.4K Sell
200
-32
-14% -$8.1K 0.01% 339
2023
Q4 		$56.1K Sell
232
-25
-10% -$5.95K 0.01% 344
2023
Q3 		$64.6K Hold
257
– – 0.01% 339
2023
Q2 		$63.3K Hold
257
– – 0.01% 327
2023
Q1 		$58.1K Sell
257
-20
-7% -$4.45K 0.02% 323
2022
Q4 		$64.2K Buy
+277
New +$66.3K 0.02% 325
2022
Q3 		– Sell
-320
Closed -$75K – 1021
2022
Q2 		$75K Hold
320
– – 0.02% 308
2022
Q1 		$74K Buy
320
+10
+3% +$2.31K 0.02% 359
2021
Q4 		$78K Buy
310
+67
+28% +$15.3K 0.02% 351
2021
Q3 		$51K Sell
243
-74
-23% -$16.2K 0.02% 219
2021
Q2 		$74K Buy
317
+55
+21% +$12.9K 0.02% 283
2021
Q1 		$60K Buy
262
+62
+31% +$14K 0.02% 306
2020
Q4 		$44K Buy
+200
New +$39.3K 0.03% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Concord Wealth Partners opened a new position in Constellation Brands (STZ) in Q2 2026: 200 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in STZ as recently as Q4 2025.

Concord Wealth Partners first reported a position in STZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $78K in Q4 2021. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Concord Wealth Partners held 200 shares of Constellation Brands worth $27.8K as of Q2 2026.
  • Constellation Brands was a new Concord Wealth Partners position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #444 holding.
  • Concord Wealth Partners first reported a position in Constellation Brands in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Constellation Brands position peaked at $78K in Q4 2021.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.