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Ashton Thomas Private Wealth’s Constellation Brands STZ Stock Holding History

Ashton Thomas Private Wealth’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 		$2.45M Buy
16,335
+4,861
+42% +$751K 0.06% 318
2025
Q4 		$1.58M Buy
+11,474
New +$1.57M 0.04% 366
2024
Q3 		– Sell
-141
Closed -$36.3K – 1687
2024
Q2 		$36.3K Buy
+141
New +$36.3K ﹤0.01% 1001

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

Ashton Thomas Private Wealth's STZ Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Constellation Brands (STZ) stake by 42% in Q1 2026, buying an estimated $751K and bringing the position to 16,335 shares worth $2.45M. The position accounts for 0.06% of the portfolio, ranked #318.

Ashton Thomas Private Wealth first reported a position in STZ in Q2 2024 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Ashton Thomas Private Wealth held 16,335 shares of Constellation Brands worth $2.45M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 4,861 Constellation Brands shares in Q1 2026, an estimated $751K.
  • Constellation Brands made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #318 holding.
  • Ashton Thomas Private Wealth first reported a position in Constellation Brands in Q2 2024 and has held it in 3 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.