Evolve Private Wealth’s Constellation Brands STZ Stock Holding History

Evolve Private Wealth’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	$477K	Buy	+3,432	New	+$510K	0.03%	537

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evolve Private Wealth's STZ Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Constellation Brands (STZ) in Q2 2026: 3,432 shares worth $477K. The stake represents 0.03% of the portfolio and ranks #537 among its holdings.

1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Evolve Private Wealth held 3,432 shares of Constellation Brands worth $477K as of Q2 2026.
Constellation Brands was a new Evolve Private Wealth position in Q2 2026.
Constellation Brands made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #537 holding.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.