BankPlus Trust Department’s Constellation Brands STZ Stock Holding History

BankPlus Trust Department’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	$3.15K	Sell	21 -30	-59%	-$4.63K	﹤0.01%	421
2025 Q4	$7.04K	Sell	51 -83	-62%	-$11.4K	﹤0.01%	385
2025 Q3	$18K	Sell	134 -56	-29%	-$8.91K	﹤0.01%	325
2025 Q2	$30.9K	Sell	190 -6	-3%	-$1.08K	0.01%	270
2025 Q1	$36K	Sell	196 -2,349	-92%	-$427K	0.01%	252
2024 Q4	$562K	Buy	+2,545	New	+$605K	0.18%	97

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

BankPlus Trust Department's STZ Position: Q1 2026 in Review

BankPlus Trust Department reduced its Constellation Brands (STZ) stake by 59% in Q1 2026, selling an estimated $4.63K and leaving 21 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

BankPlus Trust Department first reported a position in STZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $562K in Q4 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

BankPlus Trust Department held 21 shares of Constellation Brands worth $3.15K as of Q1 2026.
BankPlus Trust Department sold 30 Constellation Brands shares in Q1 2026, an estimated $4.63K.
Constellation Brands made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #421 holding.
BankPlus Trust Department first reported a position in Constellation Brands in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Constellation Brands position peaked at $562K in Q4 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.