Planning Strategies Inc.’s Constellation Brands STZ Stock Holding History

Planning Strategies Inc.’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	$1.95K	Buy	+14	New	+$2.08K	﹤0.01%	596

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Planning Strategies Inc.'s STZ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Constellation Brands (STZ) in Q2 2026: 14 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings.

365 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Planning Strategies Inc. held 14 shares of Constellation Brands worth $1.95K as of Q2 2026.
Constellation Brands was a new Planning Strategies Inc. position in Q2 2026.
Constellation Brands made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #596 holding.
365 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.