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
Q2 		$883K Sell
6,349
-1,153
-15% -$171K 0.01% 1056
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

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

Equitable Holdings's STZ Position: Q2 2026 in Review

Equitable Holdings reduced its Constellation Brands (STZ) stake by 15% in Q2 2026, selling an estimated $171K and leaving 6,349 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #1056.

Equitable Holdings first reported a position in STZ in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.27M in Q2 2020. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Equitable Holdings held 6,349 shares of Constellation Brands worth $883K as of Q2 2026.
  • Equitable Holdings sold 1,153 Constellation Brands shares in Q2 2026, an estimated $171K.
  • Constellation Brands made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1056 holding.
  • Equitable Holdings first reported a position in Constellation Brands in Q2 2020 and has held it in 17 quarters since.
  • Equitable Holdings's Constellation Brands position peaked at $1.27M in Q2 2020.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.