Duncan Williams Asset Management’s Constellation Brands STZ Stock Holding History

Duncan Williams Asset 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	$475K	Buy	+3,166	New	+$489K	0.13%	97

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

Duncan Williams Asset Management's STZ Position: Q1 2026 in Review

Duncan Williams Asset Management opened a new position in Constellation Brands (STZ) in Q1 2026: 3,166 shares worth $475K. The stake represents 0.13% of the portfolio and ranks #97 among its holdings.

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

Duncan Williams Asset Management held 3,166 shares of Constellation Brands worth $475K as of Q1 2026.
Constellation Brands was a new Duncan Williams Asset Management position in Q1 2026.
Constellation Brands made up 0.13% of Duncan Williams Asset Management's portfolio in Q1 2026, its #97 holding.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.