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Planning Strategies’s Constellation Brands STZ Stock Holding History

Planning Strategies’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 		$1.95K Buy
+14
New +$2.08K ﹤0.01% 596

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Planning Strategies's STZ Position: Q2 2026 in Review

Planning Strategies opened a new position in Constellation Brands (STZ) in Q2 2026: 14 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings.

975 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Planning Strategies held 14 shares of Constellation Brands worth $1.95K as of Q2 2026.
  • Constellation Brands was a new Planning Strategies position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #596 holding.
  • 975 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.