Harel Insurance Investments & Financial Services’s Constellation Brands STZ Stock Holding History

Harel Insurance Investments & Financial Services’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	$742K	Buy	5,334 +2,560	+92%	+$381K	﹤0.01%	215
2026 Q1	$416K	Buy	2,774 +2,162	+353%	+$334K	﹤0.01%	214
2025 Q4	$84K	Sell	612 -68	-10%	-$9.33K	﹤0.01%	322
2025 Q3	$91K	Sell	680 -170	-20%	-$27K	﹤0.01%	348
2025 Q2	$138K	Buy	+850	New	+$152K	﹤0.01%	301
2024 Q3	–	Sell	-25,000	Closed	-$6.43M	–	573
2024 Q2	$6.43M	Hold	25,000	–	–	0.12%	71
2024 Q1	$6.79M	Hold	25,000	–	–	0.13%	65
2023 Q4	$6.04M	Hold	25,000	–	–	0.11%	86
2023 Q3	$6.28M	Buy	+25,000	New	+$6.53M	0.12%	84
2022 Q4	–	Sell	-1,400	Closed	-$327K	–	740
2022 Q3	$327K	Buy	+1,400	New	+$341K	0.01%	256
2021 Q3	–	Sell	-3,917	Closed	-$2.99M	–	790
2021 Q2	$2.99M	Buy	+3,917	New	+$920K	0.07%	143
2021 Q1	–	Sell	-406	Closed	-$286K	–	863
2020 Q4	$286K	Hold	406	–	–	0.01%	445
2020 Q3	$77K	Buy	+406	New	+$74K	﹤0.01%	413
2016 Q4	–	Sell	-540	Closed	-$90K	–	441
2016 Q3	$90K	Sell	540 -35	-6%	-$5.77K	0.01%	168
2016 Q2	$95K	Sell	575 -480	-45%	-$75.2K	0.01%	251
2016 Q1	$159K	Sell	1,055 -1,770	-63%	-$256K	0.02%	125
2015 Q4	$402K	Buy	+2,825	New	+$389K	0.05%	74

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

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

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Harel Insurance Investments & Financial Services's STZ Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Constellation Brands (STZ) stake by 92% in Q2 2026, buying an estimated $381K and bringing the position to 5,334 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Harel Insurance Investments & Financial Services first reported a position in STZ in Q4 2015 and has held it in 17 quarters since. The position peaked at $6.79M in Q1 2024. 743 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Harel Insurance Investments & Financial Services held 5,334 shares of Constellation Brands worth $742K as of Q2 2026.
Harel Insurance Investments & Financial Services bought 2,560 Constellation Brands shares in Q2 2026, an estimated $381K.
Constellation Brands made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #215 holding.
Harel Insurance Investments & Financial Services first reported a position in Constellation Brands in Q4 2015 and has held it in 17 quarters since.
Harel Insurance Investments & Financial Services's Constellation Brands position peaked at $6.79M in Q1 2024.
743 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.