Mosley Wealth Management
STZ icon

Mosley Wealth Management’s Constellation Brands STZ Stock Holding History

Mosley 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
2026
Q3 		$1.61K Hold
12
– – ﹤0.01% 520
2026
Q2 		$1.71K Buy
12
+1
+9% +$149 ﹤0.01% 510
2026
Q1 		$1.49K Buy
+11
New +$1.7K ﹤0.01% 401

Other funds holding STZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mosley Wealth Management's STZ Position: Q3 2026 in Review

Mosley Wealth Management held its Constellation Brands (STZ) position steady in Q3 2026 at 12 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Mosley Wealth Management first reported a position in STZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.71K in Q2 2026. 521 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Mosley Wealth Management held 12 shares of Constellation Brands worth $1.61K as of Q3 2026.
  • Mosley Wealth Management left its Constellation Brands share count unchanged in Q3 2026.
  • Constellation Brands made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #520 holding.
  • Mosley Wealth Management first reported a position in Constellation Brands in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's Constellation Brands position peaked at $1.71K in Q2 2026.
  • 521 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.