Avestar Capital’s Constellation Brands STZ Stock Holding History

Avestar 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	$119K	Sell	790 -24	-3%	-$3.71K	0.01%	497
2025 Q4	$112K	Buy	814 +140	+21%	+$19.2K	0.01%	469
2025 Q3	$90.8K	Sell	674 -1,092	-62%	-$174K	0.01%	468
2025 Q2	$287K	Buy	+1,766	New	+$317K	0.02%	398
2019 Q3	–	Sell	-41	Closed	-$5K	–	743
2019 Q2	$5K	Hold	41	–	–	﹤0.01%	584
2019 Q1	$5K	Buy	41 +20	+95%	+$3.37K	﹤0.01%	571
2018 Q4	$2K	Buy	21 +11	+110%	+$2.19K	﹤0.01%	651
2018 Q3	$1K	Sell	10 -3	-23%	-$638	﹤0.01%	763
2018 Q2	$1K	Buy	13 +3	+30%	+$678	﹤0.01%	813
2018 Q1	$1K	Buy	10 +3	+43%	+$661	﹤0.01%	771
2017 Q4	$1K	Buy	+7	New	+$1.51K	﹤0.01%	719

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

Avestar Capital's STZ Position: Q1 2026 in Review

Avestar Capital reduced its Constellation Brands (STZ) stake by 2.9% in Q1 2026, selling an estimated $3.71K and leaving 790 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #497.

Avestar Capital first reported a position in STZ in Q4 2017 and has held it in 11 quarters since. The position peaked at $287K in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Avestar Capital held 790 shares of Constellation Brands worth $119K as of Q1 2026.
Avestar Capital sold 24 Constellation Brands shares in Q1 2026, an estimated $3.71K.
Constellation Brands made up 0.01% of Avestar Capital's portfolio in Q1 2026, its #497 holding.
Avestar Capital first reported a position in Constellation Brands in Q4 2017 and has held it in 11 quarters since.
Avestar Capital's Constellation Brands position peaked at $287K in Q2 2025.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

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