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Golden State Equity Partners’s Constellation Brands STZ Stock Holding History

Golden State Equity 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
Q1 		$37.4K Buy
+249
New +$38.5K ﹤0.01% 941
2025
Q2 		– Sell
-2,638
Closed -$484K – 477
2025
Q1 		$484K Buy
+2,638
New +$479K 0.1% 247

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Golden State Equity Partners's STZ Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Constellation Brands (STZ) in Q1 2026: 249 shares worth $37.4K. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in STZ as recently as Q1 2025.

Golden State Equity Partners first reported a position in STZ in Q1 2025 and has held it in 2 quarters since. The position peaked at $484K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Golden State Equity Partners held 249 shares of Constellation Brands worth $37.4K as of Q1 2026.
  • Constellation Brands was a new Golden State Equity Partners position in Q1 2026.
  • Constellation Brands made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #941 holding.
  • Golden State Equity Partners first reported a position in Constellation Brands in Q1 2025 and has held it in 2 quarters since.
  • Golden State Equity Partners's Constellation Brands position peaked at $484K in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.