GWM
STZ icon

GK Wealth Management’s Constellation Brands STZ Stock Holding History

GK Wealth Management’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 		$274K Buy
+1,969
New +$293K 0.14% 170
2026
Q1 		– Sell
-1,570
Closed -$217K – 189
2025
Q4 		$217K Sell
1,570
-130
-8% -$17.8K 0.14% 167
2025
Q3 		$229K Buy
+1,700
New +$270K 0.17% 147

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

GK Wealth Management's STZ Position: Q2 2026 in Review

GK Wealth Management opened a new position in Constellation Brands (STZ) in Q2 2026: 1,969 shares worth $274K. The stake represents 0.14% of the portfolio and ranks #170 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in STZ as recently as Q4 2025.

GK Wealth Management first reported a position in STZ in Q3 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • GK Wealth Management held 1,969 shares of Constellation Brands worth $274K as of Q2 2026.
  • Constellation Brands was a new GK Wealth Management position in Q2 2026.
  • Constellation Brands made up 0.14% of GK Wealth Management's portfolio in Q2 2026, its #170 holding.
  • GK Wealth Management first reported a position in Constellation Brands in Q3 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.