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Portfolio Design Labs’s Constellation Brands STZ Stock Holding History

Portfolio Design Labs’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 		$1.02M Buy
7,347
+948
+15% +$141K 0.17% 120
2026
Q1 		$960K Sell
6,399
-228
-3% -$35.2K 0.17% 133
2025
Q4 		$914K Buy
6,627
+351
+6% +$48.2K 0.15% 144
2025
Q3 		$845K Buy
+6,276
New +$998K 0.15% 148

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

Portfolio Design Labs's STZ Position: Q2 2026 in Review

Portfolio Design Labs increased its Constellation Brands (STZ) stake by 15% in Q2 2026, buying an estimated $141K and bringing the position to 7,347 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #120.

Portfolio Design Labs first reported a position in STZ in Q3 2025 and has held it in 4 quarters since. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Portfolio Design Labs held 7,347 shares of Constellation Brands worth $1.02M as of Q2 2026.
  • Portfolio Design Labs bought 948 Constellation Brands shares in Q2 2026, an estimated $141K.
  • Constellation Brands made up 0.17% of Portfolio Design Labs's portfolio in Q2 2026, its #120 holding.
  • Portfolio Design Labs first reported a position in Constellation Brands in Q3 2025 and has held it in 4 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.