PF
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
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 $6.73T 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

PlanVest Financial's STZ Position: Q2 2026 in Review

PlanVest Financial increased its Constellation Brands (STZ) stake by 1.2% in Q2 2026, buying an estimated $149 and bringing the position to 84 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #390.

PlanVest Financial first reported a position in STZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.5K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • PlanVest Financial held 84 shares of Constellation Brands worth $11.6K as of Q2 2026.
  • PlanVest Financial bought 1 Constellation Brands share in Q2 2026, an estimated $149.
  • Constellation Brands made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #390 holding.
  • PlanVest Financial first reported a position in Constellation Brands in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Constellation Brands position peaked at $12.5K in Q1 2026.
  • 1,011 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.