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 Q3	$1.12M	Buy	9,875 +771	+8%	+$99.4K	0.29%	38
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Whelan Financial's STZ Position: Q3 2026 in Review

Whelan Financial increased its Constellation Brands (STZ) stake by 8.5% in Q3 2026, buying an estimated $99.4K and bringing the position to 9,875 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #38.

Whelan Financial first reported a position in STZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.29M in Q1 2026. 502 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Whelan Financial held 9,875 shares of Constellation Brands worth $1.12M as of Q3 2026.
Whelan Financial bought 771 Constellation Brands shares in Q3 2026, an estimated $99.4K.
Constellation Brands made up 0.29% of Whelan Financial's portfolio in Q3 2026, its #38 holding.
Whelan Financial first reported a position in Constellation Brands in Q1 2025 and has held it in 7 quarters since.
Whelan Financial's Constellation Brands position peaked at $1.29M in Q1 2026.
502 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.