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Aviso Financial’s Constellation Brands STZ Stock Holding History

Aviso Financial’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 		$70.5K Buy
470
+381
+428% +$58.9K ﹤0.01% 246
2025
Q4 		$12.3K Buy
+89
New +$12.2K ﹤0.01% 273
2025
Q1 		– Sell
-58
Closed -$12.8K – 373
2024
Q4 		$12.8K Sell
58
-4,114
-99% -$977K ﹤0.01% 295
2024
Q3 		$1.08M Buy
4,172
+231
+6% +$57.3K 0.05% 142
2024
Q2 		$1.01M Buy
+3,941
New +$1.01M 0.06% 131

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

Aviso Financial's STZ Position: Q1 2026 in Review

Aviso Financial increased its Constellation Brands (STZ) stake by 428% in Q1 2026, buying an estimated $58.9K and bringing the position to 470 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Aviso Financial first reported a position in STZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Aviso Financial held 470 shares of Constellation Brands worth $70.5K as of Q1 2026.
  • Aviso Financial bought 381 Constellation Brands shares in Q1 2026, an estimated $58.9K.
  • Constellation Brands made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #246 holding.
  • Aviso Financial first reported a position in Constellation Brands in Q2 2024 and has held it in 5 quarters since.
  • Aviso Financial's Constellation Brands position peaked at $1.08M in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.