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Wellington-Altus USA’s Constellation Brands STZ Stock Holding History

Wellington-Altus USA’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 		$4.05K Hold
27
– – ﹤0.01% 615
2026
Q1 		$3.75K Hold
27
– – ﹤0.01% 651
2025
Q4 		$3.73K Buy
+27
New +$3.7K ﹤0.01% 630

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

Wellington-Altus USA's STZ Position: Q2 2026 in Review

Wellington-Altus USA held its Constellation Brands (STZ) position steady in Q2 2026 at 27 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Wellington-Altus USA first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Wellington-Altus USA held 27 shares of Constellation Brands worth $4.05K as of Q2 2026.
  • Wellington-Altus USA left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #615 holding.
  • Wellington-Altus USA first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.