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Hazlett, Burt & Watson’s Constellation Brands STZ Stock Holding History

Hazlett, Burt & Watson’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 		$134K Hold
961
– – 0.04% 323
2026
Q1 		$145K Sell
961
-57
-6% -$8.81K 0.05% 289
2025
Q4 		$140K Sell
1,018
-431
-30% -$59.1K 0.04% 295
2025
Q3 		$196K Buy
1,449
+602
+71% +$95.8K 0.07% 229
2025
Q2 		$137K Sell
847
-621
-42% -$111K 0.06% 241
2025
Q1 		$268K Sell
1,468
-485
-25% -$88.1K 0.12% 159
2024
Q4 		$433K Sell
1,953
-350
-15% -$83.2K 0.19% 113
2024
Q3 		$594K Buy
2,303
+1,333
+137% +$330K 0.27% 77
2024
Q2 		$251K Buy
970
+7
+0.7% +$1.8K 0.13% 156
2024
Q1 		$261K Hold
963
– – 0.16% 140
2023
Q4 		$232K Buy
963
+75
+8% +$17.8K 0.16% 139
2023
Q3 		$225K Sell
888
-652
-42% -$170K 0.17% 132
2023
Q2 		$379K Buy
1,540
+3
+0.2% +$702 0.28% 71
2023
Q1 		$347K Buy
1,537
+2
+0.1% +$445 0.28% 77
2022
Q4 		$356K Sell
1,535
-100
-6% -$23.9K 0.31% 71
2022
Q3 		$374K Buy
1,635
+2
+0.1% +$487 0.36% 51
2022
Q2 		$381K Buy
1,633
+2
+0.1% +$487 0.35% 58
2022
Q1 		$376K Buy
+1,631
New +$377K 0.3% 69

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

Hazlett, Burt & Watson's STZ Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Constellation Brands (STZ) position steady in Q2 2026 at 961 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #323.

Hazlett, Burt & Watson first reported a position in STZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $594K in Q3 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Hazlett, Burt & Watson held 961 shares of Constellation Brands worth $134K as of Q2 2026.
  • Hazlett, Burt & Watson left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.04% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #323 holding.
  • Hazlett, Burt & Watson first reported a position in Constellation Brands in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Constellation Brands position peaked at $594K in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.