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Wellington Group’s Constellation Brands STZ Stock Holding History

Wellington Group’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 		$686K Buy
4,933
+2,347
+91% +$349K 0.18% 99
2026
Q1 		$388K Buy
2,586
+991
+62% +$153K 0.12% 118
2025
Q4 		$220K Buy
+1,595
New +$219K 0.07% 137

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 Group's STZ Position: Q2 2026 in Review

Wellington Group increased its Constellation Brands (STZ) stake by 91% in Q2 2026, buying an estimated $349K and bringing the position to 4,933 shares worth $686K. The position accounts for 0.18% of the portfolio, ranked #99.

Wellington Group first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. 1,028 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Wellington Group held 4,933 shares of Constellation Brands worth $686K as of Q2 2026.
  • Wellington Group bought 2,347 Constellation Brands shares in Q2 2026, an estimated $349K.
  • Constellation Brands made up 0.18% of Wellington Group's portfolio in Q2 2026, its #99 holding.
  • Wellington Group first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.