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Atlantic Private Wealth’s Constellation Brands STZ Stock Holding History

Atlantic 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 		– Sell
-150
Closed -$20.7K – 393
2025
Q4 		$20.7K Hold
150
– – 0.01% 169
2025
Q3 		$20.2K Hold
150
– – 0.01% 153
2025
Q2 		$24.4K Hold
150
– – 0.02% 144
2025
Q1 		$27.5K Hold
150
– – 0.02% 139
2024
Q4 		$33.1K Hold
150
– – 0.03% 111
2024
Q3 		$38.7K Buy
+150
New +$37.2K 0.03% 96

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

Atlantic Private Wealth's STZ Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 150 shares — an estimated $20.7K sold.

Atlantic Private Wealth first reported a position in STZ in Q3 2024 and held it in 6 quarters. The position peaked at $38.7K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Atlantic Private Wealth reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 150 Constellation Brands shares in Q1 2026, an estimated $20.7K.
  • Atlantic Private Wealth first reported a position in Constellation Brands in Q3 2024 and held it in 6 quarters.
  • Atlantic Private Wealth's Constellation Brands position peaked at $38.7K in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.