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World Investment Advisors’s Constellation Brands STZ Stock Holding History

World Investment 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 		$366K Sell
2,448
-466
-16% -$69.3K 0.01% 1112
2026
Q1 		$437K Buy
2,914
+1,424
+96% +$220K 0.01% 1049
2025
Q4 		$206K Sell
1,490
-1,782
-54% -$244K ﹤0.01% 1385
2025
Q3 		$441K Buy
3,272
+518
+19% +$82.4K 0.01% 832
2025
Q2 		$448K Sell
2,754
-1,047
-28% -$188K 0.01% 775
2025
Q1 		$698K Buy
3,801
+62
+2% +$11.3K 0.02% 597
2024
Q4 		$826K Buy
3,739
+1,189
+47% +$282K 0.02% 524
2024
Q3 		$657K Buy
2,550
+683
+37% +$169K 0.02% 514
2024
Q2 		$480K Buy
+1,867
New +$480K 0.03% 410
2019
Q1 		– Sell
-1,807
Closed -$311K – 160
2018
Q4 		$311K Buy
+1,807
New +$359K 0.14% 100

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

World Investment Advisors's STZ Position: Q2 2026 in Review

World Investment Advisors reduced its Constellation Brands (STZ) stake by 16% in Q2 2026, selling an estimated $69.3K and leaving 2,448 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1112.

World Investment Advisors first reported a position in STZ in Q4 2018 and has held it in 10 quarters since. The position peaked at $826K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • World Investment Advisors held 2,448 shares of Constellation Brands worth $366K as of Q2 2026.
  • World Investment Advisors sold 466 Constellation Brands shares in Q2 2026, an estimated $69.3K.
  • Constellation Brands made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1112 holding.
  • World Investment Advisors first reported a position in Constellation Brands in Q4 2018 and has held it in 10 quarters since.
  • World Investment Advisors's Constellation Brands position peaked at $826K in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.