BOLTON SECURITIES CORPORATION’s Constellation Brands STZ Stock Holding History

BOLTON SECURITIES CORPORATION’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	$327K	Buy	2,891 +26	+0.9%	+$3.35K	0.01%	720
2026 Q2	$398K	Buy	2,865 +2,469	+623%	+$367K	0.01%	669
2026 Q1	$59.4K	Buy	+396	New	+$61.2K	﹤0.01%	1184
2025 Q3	$137K	Buy	+1,019	New	+$162K	0.01%	857
2025 Q1	$192K	Buy	+1,048	New	+$190K	0.01%	703

Other funds holding STZ

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 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

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's STZ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Constellation Brands (STZ) stake by 0.91% in Q3 2026, buying an estimated $3.35K and bringing the position to 2,891 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #720.

BOLTON SECURITIES CORPORATION first reported a position in STZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $398K in Q2 2026. 645 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

BOLTON SECURITIES CORPORATION held 2,891 shares of Constellation Brands worth $327K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 26 Constellation Brands shares in Q3 2026, an estimated $3.35K.
Constellation Brands made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #720 holding.
BOLTON SECURITIES CORPORATION first reported a position in Constellation Brands in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Constellation Brands position peaked at $398K in Q2 2026.
645 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.