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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 		$300K Hold
2,000
– – 0.02% 442
2025
Q4 		$276K Hold
2,000
– – 0.02% 423
2025
Q3 		$269K Sell
2,000
-4,500
-69% -$716K 0.02% 432
2025
Q2 		$1.06M Buy
+6,500
New +$1.17M 0.07% 201

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

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.