GWP
STZ icon

Gen-Wealth Partners’s Constellation Brands STZ Stock Holding History

Gen-Wealth Partners’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 		$775K Buy
5,164
+1,167
+29% +$180K 0.24% 84
2025
Q4 		$551K Buy
3,997
+2,725
+214% +$374K 0.18% 118
2025
Q3 		$171K Buy
+1,272
New +$202K 0.06% 260

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Gen-Wealth Partners's STZ Position: Q1 2026 in Review

Gen-Wealth Partners increased its Constellation Brands (STZ) stake by 29% in Q1 2026, buying an estimated $180K and bringing the position to 5,164 shares worth $775K. The position accounts for 0.24% of the portfolio, ranked #84.

Gen-Wealth Partners first reported a position in STZ in Q3 2025 and has held it in 3 quarters since. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Gen-Wealth Partners held 5,164 shares of Constellation Brands worth $775K as of Q1 2026.
  • Gen-Wealth Partners bought 1,167 Constellation Brands shares in Q1 2026, an estimated $180K.
  • Constellation Brands made up 0.24% of Gen-Wealth Partners's portfolio in Q1 2026, its #84 holding.
  • Gen-Wealth Partners first reported a position in Constellation Brands in Q3 2025 and has held it in 3 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.