EH
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Equitable Holdings’s Constellation Brands STZ Stock Holding History

Equitable Holdings’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 		$1.07M Buy
+7,502
New +$1.16M 0.01% 954
2025
Q3 		– Sell
-2,626
Closed -$427K – 1587
2025
Q2 		$427K Buy
2,626
+8
+0.3% +$1.44K ﹤0.01% 1059
2025
Q1 		$480K Sell
2,618
-460
-15% -$83.6K ﹤0.01% 926
2024
Q4 		$680K Buy
3,078
+415
+16% +$98.6K 0.01% 781
2024
Q3 		$686K Buy
2,663
+183
+7% +$45.4K 0.01% 788
2024
Q2 		$638K Buy
2,480
+144
+6% +$37K 0.01% 767
2024
Q1 		$635K Buy
2,336
+51
+2% +$12.9K 0.01% 732
2023
Q4 		$552K Buy
2,285
+446
+24% +$106K 0.01% 739
2023
Q3 		$462K Buy
1,839
+500
+37% +$131K 0.01% 743
2023
Q2 		$330K Buy
+1,339
New +$313K ﹤0.01% 817
2022
Q2 		– Sell
-955
Closed -$220K – 916
2022
Q1 		$220K Buy
955
+14
+1% +$3.23K ﹤0.01% 819
2021
Q4 		$236K Buy
+941
New +$214K ﹤0.01% 781
2021
Q3 		– Sell
-954
Closed -$223K – 858
2021
Q2 		$223K Buy
+954
New +$224K ﹤0.01% 756
2021
Q1 		– Sell
-3,318
Closed -$727K – 769
2020
Q4 		$727K Sell
3,318
-242
-7% -$47.6K 0.02% 377
2020
Q3 		$675K Sell
3,560
-3,727
-51% -$680K 0.02% 364
2020
Q2 		$1.27M Buy
+7,287
New +$1.21M 0.04% 268

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Equitable Holdings's STZ Position: Q1 2026 in Review

Equitable Holdings opened a new position in Constellation Brands (STZ) in Q1 2026: 7,502 shares worth $1.07M. The stake represents 0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in STZ as recently as Q2 2025.

Equitable Holdings first reported a position in STZ in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.27M in Q2 2020. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Equitable Holdings held 7,502 shares of Constellation Brands worth $1.07M as of Q1 2026.
  • Constellation Brands was a new Equitable Holdings position in Q1 2026.
  • Constellation Brands made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #954 holding.
  • Equitable Holdings first reported a position in Constellation Brands in Q2 2020 and has held it in 16 quarters since.
  • Equitable Holdings's Constellation Brands position peaked at $1.27M in Q2 2020.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.