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Fourth Dimension Wealth’s Constellation Brands STZ Stock Holding History

Fourth Dimension 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 		$13.9K Sell
100
-200
-67% -$29.7K ﹤0.01% 429
2026
Q1 		$45K Hold
300
– – 0.02% 242
2025
Q4 		$41.4K Hold
300
– – 0.02% 255
2025
Q3 		$40.4K Buy
300
+50
+20% +$7.95K 0.02% 251
2025
Q2 		$40.7K Hold
250
– – 0.02% 246
2025
Q1 		$45.9K Buy
250
+50
+25% +$9.08K 0.02% 228
2024
Q4 		$44.2K Buy
+200
New +$47.5K 0.02% 235

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

Fourth Dimension Wealth's STZ Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Constellation Brands (STZ) stake by 67% in Q2 2026, selling an estimated $29.7K and leaving 100 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Fourth Dimension Wealth first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.9K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Fourth Dimension Wealth held 100 shares of Constellation Brands worth $13.9K as of Q2 2026.
  • Fourth Dimension Wealth sold 200 Constellation Brands shares in Q2 2026, an estimated $29.7K.
  • Constellation Brands made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #429 holding.
  • Fourth Dimension Wealth first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Constellation Brands position peaked at $45.9K in Q1 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.