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Retirement Planning Company of New England’s Constellation Brands STZ Stock Holding History

Retirement Planning Company of New England’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 		$691K Buy
4,966
+933
+23% +$139K 0.25% 112
2026
Q1 		$605K Buy
4,033
+250
+7% +$38.6K 0.25% 115
2025
Q4 		$522K Sell
3,783
-354
-9% -$48.6K 0.21% 124
2025
Q3 		$557K Buy
4,137
+770
+23% +$122K 0.22% 121
2025
Q2 		$548K Buy
3,367
+132
+4% +$23.7K 0.24% 118
2025
Q1 		$594K Buy
3,235
+821
+34% +$149K 0.3% 107
2024
Q4 		$534K Buy
2,414
+299
+14% +$71K 0.26% 113
2024
Q3 		$545K Buy
2,115
+234
+12% +$58K 0.27% 109
2024
Q2 		$484K Sell
1,881
-183
-9% -$47.1K 0.26% 106
2024
Q1 		$561K Sell
2,064
-10
-0.5% -$2.53K 0.31% 101
2023
Q4 		$501K Buy
2,074
+223
+12% +$53K 0.23% 117
2023
Q3 		$465K Sell
1,851
-550
-23% -$144K 0.26% 109
2023
Q2 		$591K Sell
2,401
-98
-4% -$22.9K 0.34% 94
2023
Q1 		$565K Buy
2,499
+171
+7% +$38.1K 0.34% 101
2022
Q4 		$540K Sell
2,328
-6
-0.3% -$1.44K 0.35% 101
2022
Q3 		$536K Buy
2,334
+19
+0.8% +$4.63K 0.39% 84
2022
Q2 		$539K Sell
2,315
-117
-5% -$28.5K 0.37% 92
2022
Q1 		$560K Buy
2,432
+510
+27% +$118K 0.32% 102
2021
Q4 		$482K Buy
+1,922
New +$438K 0.23% 118

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's STZ Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Constellation Brands (STZ) stake by 23% in Q2 2026, buying an estimated $139K and bringing the position to 4,966 shares worth $691K. The position accounts for 0.25% of the portfolio, ranked #112.

Retirement Planning Company of New England first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. 620 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Retirement Planning Company of New England held 4,966 shares of Constellation Brands worth $691K as of Q2 2026.
  • Retirement Planning Company of New England bought 933 Constellation Brands shares in Q2 2026, an estimated $139K.
  • Constellation Brands made up 0.25% of Retirement Planning Company of New England's portfolio in Q2 2026, its #112 holding.
  • Retirement Planning Company of New England first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • 620 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.