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Glass Jacobson Investment Advisors’s Constellation Brands STZ Stock Holding History

Glass Jacobson Investment Advisors’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 		$418 Buy
+3
New +$446 ﹤0.01% 595
2025
Q2 		– Sell
-76
Closed -$16.8K – 822
2025
Q1 		$16.8K Hold
76
– – 0.01% 540
2024
Q4 		$16.8K Buy
+76
New +$18.1K 0.01% 540
2024
Q1 		– Sell
-45
Closed -$10.9K – 781
2023
Q4 		$10.9K Sell
45
-2
-4% -$476 ﹤0.01% 514
2023
Q3 		$11.8K Buy
47
+44
+1,467% +$11.5K 0.01% 486
2023
Q2 		$739 Buy
+3
New +$702 ﹤0.01% 726
2022
Q4 		$695 Buy
+3
New +$718 ﹤0.01% 769

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

Glass Jacobson Investment Advisors's STZ Position: Q2 2026 in Review

Glass Jacobson Investment Advisors opened a new position in Constellation Brands (STZ) in Q2 2026: 3 shares worth $418. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Glass Jacobson Investment Advisors previously reported a position in STZ as recently as Q1 2025.

Glass Jacobson Investment Advisors first reported a position in STZ in Q4 2022 and has held it in 7 quarters since. The position peaked at $16.8K in Q1 2025. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Glass Jacobson Investment Advisors held 3 shares of Constellation Brands worth $418 as of Q2 2026.
  • Constellation Brands was a new Glass Jacobson Investment Advisors position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #595 holding.
  • Glass Jacobson Investment Advisors first reported a position in Constellation Brands in Q4 2022 and has held it in 7 quarters since.
  • Glass Jacobson Investment Advisors's Constellation Brands position peaked at $16.8K in Q1 2025.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.