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Badgley Phelps Wealth Managers’s Constellation Brands STZ Stock Holding History

Badgley Phelps Wealth Managers’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 		$858K Buy
5,720
+250
+5% +$38.6K 0.02% 209
2025
Q4 		$755K Sell
5,470
-314
-5% -$43.1K 0.01% 211
2025
Q3 		$779K Sell
5,784
-58
-1% -$9.23K 0.02% 198
2025
Q2 		$950K Buy
5,842
+71
+1% +$12.7K 0.02% 179
2025
Q1 		$1.06M Sell
5,771
-254
-4% -$46.1K 0.03% 172
2024
Q4 		$1.33M Hold
6,025
– – 0.03% 163
2024
Q3 		$1.55M Sell
6,025
-17
-0.3% -$4.21K 0.04% 154
2024
Q2 		$1.55M Sell
6,042
-3
-0% -$772 0.04% 148
2024
Q1 		$1.64M Buy
6,045
+20
+0.3% +$5.06K 0.04% 147
2023
Q4 		$1.46M Buy
6,025
+3,029
+101% +$720K 0.04% 146
2023
Q3 		$753K Buy
2,996
+424
+16% +$111K 0.03% 155
2023
Q2 		$633K Buy
2,572
+24
+0.9% +$5.62K 0.02% 168
2023
Q1 		$576K Hold
2,548
– – 0.02% 149
2022
Q4 		$590K Sell
2,548
-5
-0.2% -$1.2K 0.02% 144
2022
Q3 		$586K Buy
2,553
+711
+39% +$173K 0.03% 135
2022
Q2 		$429K Sell
1,842
-552
-23% -$134K 0.02% 153
2022
Q1 		$551K Buy
2,394
+303
+14% +$70K 0.02% 152
2021
Q4 		$525K Sell
2,091
-3,178
-60% -$724K 0.02% 158
2021
Q3 		$1.11M Buy
+5,269
New +$1.15M 0.04% 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

Badgley Phelps Wealth Managers's STZ Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Constellation Brands (STZ) stake by 4.6% in Q1 2026, buying an estimated $38.6K and bringing the position to 5,720 shares worth $858K. The position accounts for 0.02% of the portfolio, ranked #209.

Badgley Phelps Wealth Managers first reported a position in STZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Badgley Phelps Wealth Managers held 5,720 shares of Constellation Brands worth $858K as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 250 Constellation Brands shares in Q1 2026, an estimated $38.6K.
  • Constellation Brands made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #209 holding.
  • Badgley Phelps Wealth Managers first reported a position in Constellation Brands in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Constellation Brands position peaked at $1.64M in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.