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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
Q2 		$890K Buy
6,397
+1,233
+24% +$183K 0.25% 87
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

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 $3.38T AUM 44.17% 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

Gen-Wealth Partners's STZ Position: Q2 2026 in Review

Gen-Wealth Partners increased its Constellation Brands (STZ) stake by 24% in Q2 2026, buying an estimated $183K and bringing the position to 6,397 shares worth $890K. The position accounts for 0.25% of the portfolio, ranked #87.

Gen-Wealth Partners first reported a position in STZ in Q3 2025 and has held it in 4 quarters since. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Gen-Wealth Partners held 6,397 shares of Constellation Brands worth $890K as of Q2 2026.
  • Gen-Wealth Partners bought 1,233 Constellation Brands shares in Q2 2026, an estimated $183K.
  • Constellation Brands made up 0.25% of Gen-Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Gen-Wealth Partners first reported a position in Constellation Brands in Q3 2025 and has held it in 4 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.