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Keynote Financial Services’s Constellation Brands STZ Stock Holding History

Keynote 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 		$608K Buy
4,370
+300
+7% +$44.6K 0.28% 91
2026
Q1 		$611K Hold
4,070
– – 0.32% 86
2025
Q4 		$561K Buy
4,070
+203
+5% +$27.9K 0.31% 86
2025
Q3 		$521K Buy
3,867
+1,305
+51% +$208K 0.31% 90
2025
Q2 		$417K Buy
2,562
+8
+0.3% +$1.44K 0.28% 95
2025
Q1 		$469K Buy
2,554
+1,097
+75% +$199K 0.33% 76
2024
Q4 		$322K Hold
1,457
– – 0.25% 106
2024
Q3 		$375K Hold
1,457
– – 0.29% 98
2024
Q2 		$375K Hold
1,457
– – 0.31% 90
2024
Q1 		$396K Buy
+1,457
New +$369K 0.33% 83

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

Keynote Financial Services's STZ Position: Q2 2026 in Review

Keynote Financial Services increased its Constellation Brands (STZ) stake by 7.4% in Q2 2026, buying an estimated $44.6K and bringing the position to 4,370 shares worth $608K. The position accounts for 0.28% of the portfolio, ranked #91.

Keynote Financial Services first reported a position in STZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $611K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Keynote Financial Services held 4,370 shares of Constellation Brands worth $608K as of Q2 2026.
  • Keynote Financial Services bought 300 Constellation Brands shares in Q2 2026, an estimated $44.6K.
  • Constellation Brands made up 0.28% of Keynote Financial Services's portfolio in Q2 2026, its #91 holding.
  • Keynote Financial Services first reported a position in Constellation Brands in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Constellation Brands position peaked at $611K in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.