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Empowered Funds’s Constellation Brands STZ Stock Holding History

Empowered Funds’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 		$12.5M Buy
90,036
+58,183
+183% +$8.65M 0.07% 330
2026
Q1 		$4.78M Buy
31,853
+25,888
+434% +$4M 0.03% 660
2025
Q4 		$823K Sell
5,965
-11,260
-65% -$1.54M 0.01% 672
2025
Q3 		$2.32M Sell
17,225
-52
-0.3% -$8.27K 0.02% 836
2025
Q2 		$2.81M Buy
17,277
+7,674
+80% +$1.38M 0.03% 672
2025
Q1 		$1.76M Sell
9,603
-6,972
-42% -$1.27M 0.03% 802
2024
Q4 		$3.66M Buy
16,575
+6,391
+63% +$1.52M 0.05% 477
2024
Q3 		$2.62M Buy
10,184
+7,752
+319% +$1.92M 0.04% 570
2024
Q2 		$626K Sell
2,432
-884
-27% -$227K 0.01% 991
2024
Q1 		$901K Buy
3,316
+1,377
+71% +$348K 0.02% 917
2023
Q4 		$469K Buy
1,939
+280
+17% +$66.6K 0.01% 1000
2023
Q3 		$417K Buy
1,659
+338
+26% +$88.2K 0.01% 969
2023
Q2 		$325K Buy
+1,321
New +$309K 0.01% 935

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

Empowered Funds's STZ Position: Q2 2026 in Review

Empowered Funds increased its Constellation Brands (STZ) stake by 183% in Q2 2026, buying an estimated $8.65M and bringing the position to 90,036 shares worth $12.5M. The position accounts for 0.07% of the portfolio, ranked #330.

Empowered Funds first reported a position in STZ in Q2 2023 and has held it in 13 quarters since. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Empowered Funds held 90,036 shares of Constellation Brands worth $12.5M as of Q2 2026.
  • Empowered Funds bought 58,183 Constellation Brands shares in Q2 2026, an estimated $8.65M.
  • Constellation Brands made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #330 holding.
  • Empowered Funds first reported a position in Constellation Brands in Q2 2023 and has held it in 13 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.