SGK
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Steigerwald Gordon & Koch’s Constellation Brands STZ Stock Holding History

Steigerwald Gordon & Koch’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 		$2.5K Hold
18
– – ﹤0.01% 668
2026
Q1 		$2.7K Sell
18
-7
-28% -$1.08K ﹤0.01% 672
2025
Q4 		$3.45K Sell
25
-10
-29% -$1.37K ﹤0.01% 738
2025
Q3 		$4.71K Buy
+35
New +$5.57K ﹤0.01% 635

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

Steigerwald Gordon & Koch's STZ Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Constellation Brands (STZ) position steady in Q2 2026 at 18 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Steigerwald Gordon & Koch first reported a position in STZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.71K in Q3 2025. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Steigerwald Gordon & Koch held 18 shares of Constellation Brands worth $2.5K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #668 holding.
  • Steigerwald Gordon & Koch first reported a position in Constellation Brands in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Constellation Brands position peaked at $4.71K in Q3 2025.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.