ETS
STZ icon

ESL Trust Services’s Constellation Brands STZ Stock Holding History

ESL Trust Services’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 		$125K Hold
900
– – 0.02% 94
2026
Q1 		$135K Hold
900
– – 0.03% 86
2025
Q4 		$124K Hold
900
– – 0.02% 85
2025
Q3 		$121K Hold
900
– – 0.02% 89
2025
Q2 		$146K Hold
900
– – 0.03% 77
2025
Q1 		$165K Hold
900
– – 0.04% 69
2024
Q4 		$199K Buy
+900
New +$214K 0.04% 64

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

ESL Trust Services's STZ Position: Q2 2026 in Review

ESL Trust Services held its Constellation Brands (STZ) position steady in Q2 2026 at 900 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #94.

ESL Trust Services first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $199K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • ESL Trust Services held 900 shares of Constellation Brands worth $125K as of Q2 2026.
  • ESL Trust Services left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.02% of ESL Trust Services's portfolio in Q2 2026, its #94 holding.
  • ESL Trust Services first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
  • ESL Trust Services's Constellation Brands position peaked at $199K in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.