GRP
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Global Retirement Partners’s Constellation Brands STZ Stock Holding History

Global Retirement 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 		$253K Buy
+1,822
New +$271K ﹤0.01% 1432
2025
Q4 		$240K Buy
1,739
+105
+6% +$14.4K ﹤0.01% 1364
2025
Q3 		$220K Sell
1,634
-404
-20% -$64.3K ﹤0.01% 1122
2025
Q2 		$331K Buy
+2,038
New +$366K 0.01% 880
2024
Q4 		$537K Buy
2,431
+36
+2% +$8.55K 0.02% 612
2024
Q3 		$617K Sell
2,395
-41
-2% -$10.2K 0.02% 578
2024
Q2 		$627K Buy
2,436
+297
+14% +$76.4K 0.02% 546
2024
Q1 		$581K Buy
2,139
+120
+6% +$30.4K 0.02% 495
2023
Q4 		$516K Buy
2,019
+52
+3% +$12.4K 0.02% 493
2023
Q3 		$490K Buy
1,967
+154
+8% +$40.2K 0.02% 443
2023
Q2 		$446K Buy
1,813
+200
+12% +$46.8K 0.02% 467
2023
Q1 		$364K Sell
1,613
-101
-6% -$22.5K 0.02% 498
2022
Q4 		$397K Buy
1,714
+415
+32% +$99.3K 0.03% 412
2022
Q3 		$321K Buy
1,299
+39
+3% +$9.51K 0.02% 446
2022
Q2 		$294K Buy
1,260
+6
+0.5% +$1.46K 0.02% 466
2022
Q1 		$306K Buy
+1,254
New +$290K 0.02% 463
2021
Q4 		– Sell
-803
Closed -$169K – 1603
2021
Q3 		$169K Buy
803
+44
+6% +$9.6K 0.02% 506
2021
Q2 		$178K Buy
759
+43
+6% +$10.1K 0.02% 483
2021
Q1 		$163K Sell
716
-393
-35% -$88.6K 0.02% 451
2020
Q4 		$243K Buy
1,109
+27
+2% +$5.31K 0.03% 362
2020
Q3 		$205K Buy
1,082
+2
+0.2% +$365 0.03% 359
2020
Q2 		$189K Sell
1,080
-14
-1% -$2.33K 0.03% 363
2020
Q1 		$157K Buy
1,094
+23
+2% +$4.06K 0.03% 359
2019
Q4 		$203K Buy
1,071
+171
+19% +$32.3K 0.03% 366
2019
Q3 		$186K Sell
900
-253
-22% -$50.8K 0.03% 377
2019
Q2 		$227K Buy
1,153
+942
+446% +$184K 0.04% 325
2019
Q1 		$37K Buy
211
+90
+74% +$15.2K 0.01% 631
2018
Q4 		$19K Buy
121
+4
+3% +$795 ﹤0.01% 767
2018
Q3 		$25K Sell
117
-45
-28% -$9.57K 0.01% 748
2018
Q2 		$35K Buy
+162
New +$36.6K 0.01% 633

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 $3.37T AUM 44.26% 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

Global Retirement Partners's STZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Constellation Brands (STZ) in Q2 2026: 1,822 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1432 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in STZ as recently as Q4 2025.

Global Retirement Partners first reported a position in STZ in Q2 2018 and has held it in 30 quarters since. The position peaked at $627K in Q2 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Global Retirement Partners held 1,822 shares of Constellation Brands worth $253K as of Q2 2026.
  • Constellation Brands was a new Global Retirement Partners position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1432 holding.
  • Global Retirement Partners first reported a position in Constellation Brands in Q2 2018 and has held it in 30 quarters since.
  • Global Retirement Partners's Constellation Brands position peaked at $627K in Q2 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.