Aberdeen Wealth Management’s Constellation Brands STZ Stock Holding History

Aberdeen Wealth Management’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 Q1	$822K	Sell	5,480 -35	-0.6%	-$5.41K	0.37%	52
2025 Q4	$761K	Hold	5,515	–	–	0.35%	63
2025 Q3	$743K	Hold	5,515	–	–	0.47%	64
2025 Q2	$897K	Hold	5,515	–	–	0.6%	46
2025 Q1	$1.01M	Hold	5,515	–	–	0.7%	36
2024 Q4	$1.22M	Sell	5,515 -75	-1%	-$17.8K	0.84%	27
2024 Q3	$1.44M	Hold	5,590	–	–	0.95%	25
2024 Q2	$1.44M	Buy	5,590 +35	+0.6%	+$9K	0.97%	28
2024 Q1	$1.51M	Sell	5,555 -100	-2%	-$25.3K	0.88%	27
2023 Q4	$1.37M	Hold	5,655	–	–	0.99%	27
2023 Q3	$1.42M	Hold	5,655	–	–	1.07%	25
2023 Q2	$1.39M	Hold	5,655	–	–	1.01%	27
2023 Q1	$1.28M	Hold	5,655	–	–	0.95%	28
2022 Q4	$1.31M	Hold	5,655	–	–	0.99%	28
2022 Q3	$1.3M	Hold	5,655	–	–	1.14%	23
2022 Q2	$1.32M	Hold	5,655	–	–	1.05%	25
2022 Q1	$1.3M	Buy	5,655 +90	+2%	+$20.8K	0.89%	29
2021 Q4	$1.4M	Buy	5,565 +90	+2%	+$20.5K	0.91%	26
2021 Q3	$1.15M	Hold	5,475	–	–	1.12%	27
2021 Q2	$1.28M	Hold	5,475	–	–	1.18%	24
2021 Q1	$1.25M	Sell	5,475 -30	-0.5%	-$6.76K	0.99%	30
2020 Q4	$1.21M	Sell	5,505 -5	-0.1%	-$983	0.91%	33
2020 Q3	$1.04M	Sell	5,510 -70	-1%	-$12.8K	0.99%	31
2020 Q2	$976K	Buy	5,580 +70	+1%	+$11.7K	1.05%	29
2020 Q1	$790K	Hold	5,510	–	–	0.96%	31
2019 Q4	$1.05M	Buy	+5,510	New	+$1.04M	0.78%	34

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aberdeen Wealth Management's STZ Position: Q1 2026 in Review

Aberdeen Wealth Management reduced its Constellation Brands (STZ) stake by 0.63% in Q1 2026, selling an estimated $5.41K and leaving 5,480 shares worth $822K. The position accounts for 0.37% of the portfolio, ranked #52.

Aberdeen Wealth Management first reported a position in STZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.51M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Aberdeen Wealth Management held 5,480 shares of Constellation Brands worth $822K as of Q1 2026.
Aberdeen Wealth Management sold 35 Constellation Brands shares in Q1 2026, an estimated $5.41K.
Constellation Brands made up 0.37% of Aberdeen Wealth Management's portfolio in Q1 2026, its #52 holding.
Aberdeen Wealth Management first reported a position in Constellation Brands in Q4 2019 and has held it in 26 quarters since.
Aberdeen Wealth Management's Constellation Brands position peaked at $1.51M in Q1 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.