Key Financial Inc
STZ icon

Key Financial Inc’s Constellation Brands STZ Stock Holding History

Key Financial Inc’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
Q3 		$48K Sell
425
-7
-2% -$903 0.01% 537
2026
Q2 		$60.1K Hold
432
– – 0.01% 505
2026
Q1 		$64.8K Hold
432
– – 0.01% 483
2025
Q4 		$59.6K Hold
432
– – 0.01% 482
2025
Q3 		$60K Sell
432
-411
-49% -$65.4K 0.01% 482
2025
Q2 		$137K Sell
843
-3
-0.4% -$538 0.03% 334
2025
Q1 		$155K Buy
846
+3
+0.4% +$545 0.03% 298
2024
Q4 		$186K Hold
843
– – 0.04% 263
2024
Q3 		$217K Buy
843
+3
+0.4% +$744 0.05% 239
2024
Q2 		$216K Buy
840
+415
+98% +$107K 0.05% 233
2024
Q1 		$115K Hold
425
– – 0.03% 295
2023
Q4 		$103K Hold
425
– – 0.03% 306
2023
Q3 		$107K Hold
425
– – 0.04% 271
2023
Q2 		$105K Hold
425
– – 0.03% 283
2023
Q1 		$96K Hold
425
– – 0.04% 289
2022
Q4 		$97.6K Hold
425
– – 0.05% 243
2022
Q3 		$98K Hold
425
– – 0.05% 246
2022
Q2 		$100K Hold
425
– – 0.05% 239
2022
Q1 		$98K Hold
425
– – 0.05% 254
2021
Q4 		$107K Hold
425
– – 0.05% 219
2021
Q3 		$90K Hold
425
– – 0.05% 236
2021
Q2 		$95K Hold
425
– – 0.05% 235
2021
Q1 		$97K Hold
425
– – 0.06% 197
2020
Q4 		$93K Buy
+425
New +$83.6K 0.07% 188
2020
Q2 		– Sell
-425
Closed -$62K – 556
2020
Q1 		$62K Buy
+425
New +$75K 0.06% 198

Other funds holding STZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Key Financial Inc's STZ Position: Q3 2026 in Review

Key Financial Inc reduced its Constellation Brands (STZ) stake by 1.6% in Q3 2026, selling an estimated $903 and leaving 425 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #537.

Key Financial Inc first reported a position in STZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $217K in Q3 2024. 576 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Key Financial Inc held 425 shares of Constellation Brands worth $48K as of Q3 2026.
  • Key Financial Inc sold 7 Constellation Brands shares in Q3 2026, an estimated $903.
  • Constellation Brands made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #537 holding.
  • Key Financial Inc first reported a position in Constellation Brands in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Constellation Brands position peaked at $217K in Q3 2024.
  • 576 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.