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Kingsview Wealth Management’s Constellation Brands STZ Stock Holding History

Kingsview 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
2021
Q4 		– Sell
-800
Closed -$3K – 1040
2021
Q3 		$3K Buy
+800
New +$175K ﹤0.01% 857
2020
Q3 		– Sell
-2,200
Closed -$6K – 703
2020
Q2 		$6K Buy
+2,200
New +$366K ﹤0.01% 573

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

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

Kingsview Wealth Management increased its Constellation Brands (STZ) stake by 859% in Q2 2026, buying an estimated $3.83M and bringing the position to 28,751 shares worth $4M. The position accounts for 0.05% of the portfolio, ranked #372.

Kingsview Wealth Management first reported a position in STZ in Q4 2017 and has held it in 26 quarters since. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Kingsview Wealth Management held 28,751 shares of Constellation Brands worth $4M as of Q2 2026.
  • Kingsview Wealth Management bought 25,754 Constellation Brands shares in Q2 2026, an estimated $3.83M.
  • Constellation Brands made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Kingsview Wealth Management first reported a position in Constellation Brands in Q4 2017 and has held it in 26 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.