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Three Bearings Fiduciary Advisors’s Constellation Brands STZ Stock Holding History

Three Bearings Fiduciary Advisors’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 		$17.9K Hold
129
– – 0.02% 113
2026
Q1 		$19.4K Hold
129
– – 0.02% 110
2025
Q4 		$20.3K Buy
+129
New +$17.7K 0.02% 113

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

Three Bearings Fiduciary Advisors's STZ Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 129 shares worth $17.9K. The position accounts for 0.02% of the portfolio, ranked #113.

Three Bearings Fiduciary Advisors first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.3K in Q4 2025. 571 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 129 shares of Constellation Brands worth $17.9K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.02% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #113 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Constellation Brands position peaked at $20.3K in Q4 2025.
  • 571 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.