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Spartan Wealth Advisory Services LLC’s Constellation Brands STZ Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$231K Hold
1,661
– – 0.02% 294
2026
Q1 		$249K Buy
+1,661
New +$257K 0.02% 273

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's STZ Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its Constellation Brands (STZ) position steady in Q2 2026 at 1,661 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #294.

Spartan Wealth Advisory Services LLC first reported a position in STZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $249K in Q1 2026. 975 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 1,661 shares of Constellation Brands worth $231K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #294 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Constellation Brands in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Constellation Brands position peaked at $249K in Q1 2026.
  • 975 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.