Alpha Family Trust’s Constellation Brands STZ Stock Holding History

Alpha Family Trust’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	$528K	Hold	3,520	–	–	0.26%	67
2025 Q4	$486K	Buy	+3,520	New	+$483K	0.22%	77
2025 Q1	–	Sell	-1,500	Closed	-$332K	–	183
2024 Q4	$332K	Buy	+1,500	New	+$356K	0.19%	91
2024 Q2	–	Sell	-750	Closed	-$204K	–	160
2024 Q1	$204K	Buy	+750	New	+$190K	0.12%	147

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

Alpha Family Trust's STZ Position: Q1 2026 in Review

Alpha Family Trust held its Constellation Brands (STZ) position steady in Q1 2026 at 3,520 shares worth $528K. The position accounts for 0.26% of the portfolio, ranked #67.

Alpha Family Trust first reported a position in STZ in Q1 2024 and has held it in 4 quarters since. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Alpha Family Trust held 3,520 shares of Constellation Brands worth $528K as of Q1 2026.
Alpha Family Trust left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up 0.26% of Alpha Family Trust's portfolio in Q1 2026, its #67 holding.
Alpha Family Trust first reported a position in Constellation Brands in Q1 2024 and has held it in 4 quarters since.
1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.