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Richardson Financial Services’s Constellation Brands STZ Stock Holding History

Richardson Financial Services’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 		$5.56K Hold
40
– – ﹤0.01% 500
2026
Q1 		$6K Hold
40
– – ﹤0.01% 512
2025
Q4 		$5.52K Hold
40
– – ﹤0.01% 512
2025
Q3 		$5.39K Sell
40
-35
-47% -$5.57K ﹤0.01% 470
2025
Q2 		$12.5K Buy
75
+40
+114% +$7.17K 0.01% 383
2025
Q1 		$6.42K Sell
35
-21
-38% -$3.81K ﹤0.01% 440
2024
Q4 		$12.3K Buy
+56
New +$13.3K 0.01% 377

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

Richardson Financial Services's STZ Position: Q2 2026 in Review

Richardson Financial Services held its Constellation Brands (STZ) position steady in Q2 2026 at 40 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Richardson Financial Services first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5K in Q2 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Richardson Financial Services held 40 shares of Constellation Brands worth $5.56K as of Q2 2026.
  • Richardson Financial Services left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #500 holding.
  • Richardson Financial Services first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
  • Richardson Financial Services's Constellation Brands position peaked at $12.5K in Q2 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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