Golden State Wealth Management’s Constellation Brands STZ Stock Holding History

Golden State 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	$33.9K	Buy	243 +1	+0.4%	+$149	﹤0.01%	820
2026 Q1	$36.3K	Sell	242 -135	-36%	-$20.9K	﹤0.01%	765
2025 Q4	$52.1K	Sell	377 -5	-1%	-$686	0.01%	682
2025 Q3	$51.5K	Buy	382 +1	+0.3%	+$159	0.01%	669
2025 Q2	$62.1K	Sell	381 -583	-60%	-$105K	0.01%	600
2025 Q1	$177K	Buy	964 +34	+4%	+$6.18K	0.03%	353
2024 Q4	$206K	Buy	+930	New	+$221K	0.03%	319
2020 Q3	–	Sell	-1,280	Closed	-$224K	–	448
2020 Q2	$224K	Buy	1,280 +5	+0.4%	+$833	0.07%	169
2020 Q1	$183K	Buy	+1,275	New	+$225K	0.08%	168
2019 Q4	–	Sell	-2,653	Closed	-$550K	–	821
2019 Q3	$550K	Sell	2,653 -613	-19%	-$123K	0.18%	102
2019 Q2	$643K	Sell	3,266 -5	-0.2%	-$976	0.2%	99
2019 Q1	$573K	Buy	+3,271	New	+$551K	0.19%	105

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Golden State Wealth Management's STZ Position: Q2 2026 in Review

Golden State Wealth Management increased its Constellation Brands (STZ) stake by 0.41% in Q2 2026, buying an estimated $149 and bringing the position to 243 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Golden State Wealth Management first reported a position in STZ in Q1 2019 and has held it in 12 quarters since. The position peaked at $643K in Q2 2019. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Golden State Wealth Management held 243 shares of Constellation Brands worth $33.9K as of Q2 2026.
Golden State Wealth Management bought 1 Constellation Brands share in Q2 2026, an estimated $149.
Constellation Brands made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #820 holding.
Golden State Wealth Management first reported a position in Constellation Brands in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Constellation Brands position peaked at $643K in Q2 2019.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.