GK Wealth Management
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
Q3 		$205K Sell
1,810
-159
-8% -$20.5K 0.12% 164
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

GK Wealth Management's STZ Position: Q3 2026 in Review

GK Wealth Management reduced its Constellation Brands (STZ) stake by 8.1% in Q3 2026, selling an estimated $20.5K and leaving 1,810 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #164.

GK Wealth Management first reported a position in STZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $274K in Q2 2026. 576 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • GK Wealth Management held 1,810 shares of Constellation Brands worth $205K as of Q3 2026.
  • GK Wealth Management sold 159 Constellation Brands shares in Q3 2026, an estimated $20.5K.
  • Constellation Brands made up 0.12% of GK Wealth Management's portfolio in Q3 2026, its #164 holding.
  • GK Wealth Management first reported a position in Constellation Brands in Q3 2025 and has held it in 4 quarters since.
  • GK Wealth Management's Constellation Brands position peaked at $274K in Q2 2026.
  • 576 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.