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AlphaCore Capital’s Constellation Brands STZ Stock Holding History

AlphaCore Capital’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 		$252K Buy
1,681
+86
+5% +$13.3K 0.01% 756
2025
Q4 		$220K Buy
1,595
+957
+150% +$131K ﹤0.01% 943
2025
Q3 		$85.9K Sell
638
-501
-44% -$79.7K ﹤0.01% 822
2025
Q2 		$185K Sell
1,139
-247
-18% -$44.3K 0.01% 598
2025
Q1 		$254K Buy
1,386
+38
+3% +$6.9K 0.02% 394
2024
Q4 		$298K Sell
1,348
-42
-3% -$9.98K 0.06% 170
2024
Q3 		$358K Sell
1,390
-19
-1% -$4.71K 0.08% 143
2024
Q2 		$363K Sell
1,409
-244
-15% -$62.8K 0.09% 130
2024
Q1 		$449K Sell
1,653
-36
-2% -$9.11K 0.12% 101
2023
Q4 		$408K Buy
1,689
+9
+0.5% +$2.14K 0.06% 159
2023
Q3 		$422K Buy
1,680
+300
+22% +$78.3K 0.07% 157
2023
Q2 		$340K Buy
1,380
+70
+5% +$16.4K 0.05% 161
2023
Q1 		$296K Buy
1,310
+30
+2% +$6.68K 0.08% 108
2022
Q4 		$297K Buy
1,280
+240
+23% +$57.4K 0.12% 61
2022
Q3 		$239K Buy
+1,040
New +$253K 0.11% 56

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AlphaCore Capital's STZ Position: Q1 2026 in Review

AlphaCore Capital increased its Constellation Brands (STZ) stake by 5.4% in Q1 2026, buying an estimated $13.3K and bringing the position to 1,681 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #756.

AlphaCore Capital first reported a position in STZ in Q3 2022 and has held it in 15 quarters since. The position peaked at $449K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • AlphaCore Capital held 1,681 shares of Constellation Brands worth $252K as of Q1 2026.
  • AlphaCore Capital bought 86 Constellation Brands shares in Q1 2026, an estimated $13.3K.
  • Constellation Brands made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #756 holding.
  • AlphaCore Capital first reported a position in Constellation Brands in Q3 2022 and has held it in 15 quarters since.
  • AlphaCore Capital's Constellation Brands position peaked at $449K in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.