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Navigoe Wealth Management’s Constellation Brands STZ Stock Holding History

Navigoe 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
Q2 		$0 Buy
+3
New +$446 ﹤0.01% 1085
2025
Q3 		– Sell
-10
Closed -$1K – 282
2025
Q2 		$1K Hold
10
– – ﹤0.01% 161
2025
Q1 		$1K Sell
10
-1
-9% -$182 ﹤0.01% 156
2024
Q4 		$2K Buy
+11
New +$2.61K ﹤0.01% 143

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management opened a new position in Constellation Brands (STZ) in Q2 2026: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in STZ as recently as Q2 2025.

Navigoe Wealth Management first reported a position in STZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $2K in Q4 2024. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Navigoe Wealth Management held 3 shares of Constellation Brands worth $0 as of Q2 2026.
  • Constellation Brands was a new Navigoe Wealth Management position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1085 holding.
  • Navigoe Wealth Management first reported a position in Constellation Brands in Q4 2024 and has held it in 4 quarters since.
  • Navigoe Wealth Management's Constellation Brands position peaked at $2K in Q4 2024.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.