PlanVest Financial
STZ icon

PlanVest Financial’s Constellation Brands STZ Stock Holding History

PlanVest Financial’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 		$9.45K Hold
84
– – 0.01% 413
2026
Q2 		$11.6K Buy
84
+1
+1% +$149 0.01% 390
2026
Q1 		$12.5K Buy
+83
New +$12.8K 0.01% 360

Other funds holding STZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

PlanVest Financial's STZ Position: Q3 2026 in Review

PlanVest Financial held its Constellation Brands (STZ) position steady in Q3 2026 at 84 shares worth $9.45K. The position accounts for 0.01% of the portfolio, ranked #413.

PlanVest Financial first reported a position in STZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $12.5K in Q1 2026. 796 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • PlanVest Financial held 84 shares of Constellation Brands worth $9.45K as of Q3 2026.
  • PlanVest Financial left its Constellation Brands share count unchanged in Q3 2026.
  • Constellation Brands made up 0.01% of PlanVest Financial's portfolio in Q3 2026, its #413 holding.
  • PlanVest Financial first reported a position in Constellation Brands in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's Constellation Brands position peaked at $12.5K in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.