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Siemens Fonds Invest’s Constellation Brands STZ Stock Holding History

Siemens Fonds Invest’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 		$540K Sell
3,879
-37
-0.9% -$5.5K 0.03% 339
2026
Q1 		$587K Hold
3,916
– – 0.03% 309
2025
Q4 		$549K Sell
3,916
-1,008
-20% -$138K 0.03% 316
2025
Q3 		$663K Sell
4,924
-233
-5% -$37.1K 0.04% 279
2025
Q2 		$839K Buy
5,157
+421
+9% +$75.5K 0.05% 255
2025
Q1 		$869K Buy
4,736
+135
+3% +$24.5K 0.06% 231
2024
Q4 		$1.01M Sell
4,601
-328
-7% -$77.9K 0.07% 212
2024
Q3 		$1.27M Sell
4,929
-328
-6% -$81.3K 0.1% 194
2024
Q2 		$1.35M Buy
5,257
+77
+1% +$19.8K 0.1% 195
2024
Q1 		$1.41M Sell
5,180
-65
-1% -$16.4K 0.11% 196
2023
Q4 		$1.27M Buy
5,245
+743
+17% +$177K 0.1% 202
2023
Q3 		$1.13M Buy
4,502
+1,138
+34% +$297K 0.11% 191
2023
Q2 		$824K Hold
3,364
– – 0.08% 190
2023
Q1 		$760K Sell
3,364
-15
-0.4% -$3.34K 0.08% 196
2022
Q4 		$783K Sell
3,379
-296
-8% -$70.8K 0.08% 188
2022
Q3 		$844K Sell
3,675
-117
-3% -$28.5K 0.1% 182
2022
Q2 		$884K Sell
3,792
-65
-2% -$15.8K 0.09% 184
2022
Q1 		$888K Hold
3,857
– – 0.07% 204
2021
Q4 		$962K Buy
3,857
+64
+2% +$14.6K 0.06% 218
2021
Q3 		$799K Buy
+3,793
New +$828K 0.05% 219

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

Siemens Fonds Invest's STZ Position: Q2 2026 in Review

Siemens Fonds Invest reduced its Constellation Brands (STZ) stake by 0.94% in Q2 2026, selling an estimated $5.5K and leaving 3,879 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #339.

Siemens Fonds Invest first reported a position in STZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.41M in Q1 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Siemens Fonds Invest held 3,879 shares of Constellation Brands worth $540K as of Q2 2026.
  • Siemens Fonds Invest sold 37 Constellation Brands shares in Q2 2026, an estimated $5.5K.
  • Constellation Brands made up 0.03% of Siemens Fonds Invest's portfolio in Q2 2026, its #339 holding.
  • Siemens Fonds Invest first reported a position in Constellation Brands in Q3 2021 and has held it in 20 quarters since.
  • Siemens Fonds Invest's Constellation Brands position peaked at $1.41M in Q1 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.