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Iams Wealth Management’s Constellation Brands STZ Stock Holding History

Iams 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 		$292K Buy
2,099
+364
+21% +$54.1K 0.09% 163
2026
Q1 		$260K Sell
1,735
-262
-13% -$40.5K 0.09% 176
2025
Q4 		$276K Buy
1,997
+434
+28% +$59.5K 0.1% 172
2025
Q3 		$211K Sell
1,563
-580
-27% -$92.3K 0.08% 177
2025
Q2 		$349K Sell
2,143
-116
-5% -$20.8K 0.16% 134
2025
Q1 		$415K Buy
2,259
+761
+51% +$138K 0.19% 118
2024
Q4 		$331K Buy
1,498
+515
+52% +$122K 0.15% 131
2024
Q3 		$253K Buy
+983
New +$244K 0.12% 133

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

Iams Wealth Management's STZ Position: Q2 2026 in Review

Iams Wealth Management increased its Constellation Brands (STZ) stake by 21% in Q2 2026, buying an estimated $54.1K and bringing the position to 2,099 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #163.

Iams Wealth Management first reported a position in STZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $415K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Iams Wealth Management held 2,099 shares of Constellation Brands worth $292K as of Q2 2026.
  • Iams Wealth Management bought 364 Constellation Brands shares in Q2 2026, an estimated $54.1K.
  • Constellation Brands made up 0.09% of Iams Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Iams Wealth Management first reported a position in Constellation Brands in Q3 2024 and has held it in 8 quarters since.
  • Iams Wealth Management's Constellation Brands position peaked at $415K in Q1 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.