MO
STZ icon

McMillan Office’s Constellation Brands STZ Stock Holding History

McMillan Office’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 		$706K Hold
5,075
– – 0.08% 104
2026
Q1 		$761K Hold
5,075
– – 0.1% 95
2025
Q4 		$700K Buy
+5,075
New +$696K 0.08% 103

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

McMillan Office's STZ Position: Q2 2026 in Review

McMillan Office held its Constellation Brands (STZ) position steady in Q2 2026 at 5,075 shares worth $706K. The position accounts for 0.08% of the portfolio, ranked #104.

McMillan Office first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $761K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • McMillan Office held 5,075 shares of Constellation Brands worth $706K as of Q2 2026.
  • McMillan Office left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.08% of McMillan Office's portfolio in Q2 2026, its #104 holding.
  • McMillan Office first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • McMillan Office's Constellation Brands position peaked at $761K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.