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Whelan Financial’s Constellation Brands STZ Stock Holding History

Whelan Financial’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 		$1.27M Buy
9,104
+514
+6% +$76.4K 0.34% 32
2026
Q1 		$1.29M Buy
8,590
+548
+7% +$84.7K 0.4% 29
2025
Q4 		$1.11M Buy
8,042
+1,358
+20% +$186K 0.35% 34
2025
Q3 		$900K Buy
6,684
+2,930
+78% +$466K 0.29% 37
2025
Q2 		$611K Buy
3,754
+1,167
+45% +$209K 0.22% 37
2025
Q1 		$475K Buy
+2,587
New +$470K 0.18% 36

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Whelan Financial's STZ Position: Q2 2026 in Review

Whelan Financial increased its Constellation Brands (STZ) stake by 6% in Q2 2026, buying an estimated $76.4K and bringing the position to 9,104 shares worth $1.27M. The position accounts for 0.34% of the portfolio, ranked #32.

Whelan Financial first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q1 2026. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Whelan Financial held 9,104 shares of Constellation Brands worth $1.27M as of Q2 2026.
  • Whelan Financial bought 514 Constellation Brands shares in Q2 2026, an estimated $76.4K.
  • Constellation Brands made up 0.34% of Whelan Financial's portfolio in Q2 2026, its #32 holding.
  • Whelan Financial first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • Whelan Financial's Constellation Brands position peaked at $1.29M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.