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Altrius Capital Management’s Constellation Brands STZ Stock Holding History

Altrius Capital 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 		$5.56M Buy
37,042
+452
+1% +$69.8K 1.11% 49
2025
Q4 		$5.05M Buy
36,590
+7,349
+25% +$1.01M 1.07% 53
2025
Q3 		$3.94M Buy
29,241
+4,056
+16% +$645K 0.9% 63
2025
Q2 		$4.1M Buy
25,185
+789
+3% +$142K 0.96% 60
2025
Q1 		$4.48M Buy
+24,396
New +$4.43M 1.09% 52

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

Altrius Capital Management's STZ Position: Q1 2026 in Review

Altrius Capital Management increased its Constellation Brands (STZ) stake by 1.2% in Q1 2026, buying an estimated $69.8K and bringing the position to 37,042 shares worth $5.56M. The position accounts for 1.11% of the portfolio, ranked #49.

Altrius Capital Management first reported a position in STZ in Q1 2025 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Altrius Capital Management held 37,042 shares of Constellation Brands worth $5.56M as of Q1 2026.
  • Altrius Capital Management bought 452 Constellation Brands shares in Q1 2026, an estimated $69.8K.
  • Constellation Brands made up 1.11% of Altrius Capital Management's portfolio in Q1 2026, its #49 holding.
  • Altrius Capital Management first reported a position in Constellation Brands in Q1 2025 and has held it in 5 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.