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J. Goldman & Co’s Constellation Brands STZ Stock Holding History

J. Goldman & Co’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
2025
Q2 		– Sell
-27,800
Closed -$5.1M – 634
2025
Q1 		$5.1M Buy
+27,800
New +$5.05M 0.13% 207
2024
Q3 		– Sell
-8,700
Closed -$2.24M – 608
2024
Q2 		$2.24M Buy
+8,700
New +$2.24M 0.06% 240
2023
Q2 		– Sell
-20,000
Closed -$4.52M – 489
2023
Q1 		$4.52M Buy
+20,000
New +$4.45M 0.18% 151

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

J. Goldman & Co's STZ Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Constellation Brands (STZ) in Q2 2026: 71,067 shares worth $9.88M. The stake represents 0.26% of the portfolio and ranks #105 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in STZ as recently as Q2 2024.

J. Goldman & Co first reported a position in STZ in Q2 2016 and has held it in 5 quarters since. The position peaked at $111M in Q2 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • J. Goldman & Co held 71,067 shares of Constellation Brands worth $9.88M as of Q2 2026.
  • Constellation Brands was a new J. Goldman & Co position in Q2 2026.
  • Constellation Brands made up 0.26% of J. Goldman & Co's portfolio in Q2 2026, its #105 holding.
  • J. Goldman & Co first reported a position in Constellation Brands in Q2 2016 and has held it in 5 quarters since.
  • J. Goldman & Co's Constellation Brands position peaked at $111M in Q2 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.