Darwin Wealth Management
STZ icon

Darwin Wealth Management’s Constellation Brands STZ Stock Holding History

Darwin 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 		$2.22K Buy
+19
New +$2.45K ﹤0.01% 887
2026
Q2 		– Hold
0
– – – 659
2020
Q2 		– Sell
-97
Closed -$14K – 689
2020
Q1 		$14K Buy
+97
New +$17.1K ﹤0.01% 413

Other funds holding STZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Darwin Wealth Management's STZ Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Constellation Brands (STZ) in Q3 2026: 19 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in STZ as recently as Q1 2020.

Darwin Wealth Management first reported a position in STZ in Q1 2020 and has held it in 2 quarters since. The position peaked at $14K in Q1 2020. 576 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Darwin Wealth Management held 19 shares of Constellation Brands worth $2.22K as of Q3 2026.
  • Constellation Brands was a new Darwin Wealth Management position in Q3 2026.
  • Constellation Brands made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #887 holding.
  • Darwin Wealth Management first reported a position in Constellation Brands in Q1 2020 and has held it in 2 quarters since.
  • Darwin Wealth Management's Constellation Brands position peaked at $14K in Q1 2020.
  • 576 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.