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Bartlett & Co Wealth Management’s Constellation Brands STZ Stock Holding History

Bartlett & Co Wealth Management’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 		$242K Sell
1,628
-449
-22% -$69.4K ﹤0.01% 428
2025
Q4 		$287K Sell
2,077
-1,402
-40% -$192K ﹤0.01% 408
2025
Q3 		$469K Sell
3,479
-1,208
-26% -$192K 0.01% 345
2025
Q2 		$762K Sell
4,687
-232
-5% -$41.6K 0.01% 287
2025
Q1 		$903K Sell
4,919
-12,356
-72% -$2.24M 0.01% 265
2024
Q4 		$3.82M Sell
17,275
-1,390
-7% -$330K 0.06% 154
2024
Q3 		$4.81M Sell
18,665
-135
-0.7% -$33.5K 0.07% 139
2024
Q2 		$4.84M Sell
18,800
-750
-4% -$193K 0.07% 139
2024
Q1 		$5.31M Sell
19,550
-213
-1% -$53.9K 0.08% 138
2023
Q4 		$4.79M Sell
19,763
-2,287
-10% -$544K 0.08% 141
2023
Q3 		$5.54M Buy
22,050
+3
+0% +$783 0.1% 125
2023
Q2 		$5.43M Sell
22,047
-2,030
-8% -$475K 0.09% 128
2023
Q1 		$5.44M Sell
24,077
-1,275
-5% -$284K 0.11% 121
2022
Q4 		$5.88M Sell
25,352
-393
-2% -$94.1K 0.12% 122
2022
Q3 		$5.91M Sell
25,745
-161
-0.6% -$39.2K 0.13% 118
2022
Q2 		$6.04M Sell
25,906
-470
-2% -$114K 0.12% 117
2022
Q1 		$6.07M Sell
26,376
-2,184
-8% -$504K 0.11% 123
2021
Q4 		$7.17M Sell
28,560
-555
-2% -$126K 0.12% 116
2021
Q3 		$6.13M Sell
29,115
-1,571
-5% -$343K 0.12% 119
2021
Q2 		$7.18M Sell
30,686
-1,475
-5% -$346K 0.14% 110
2021
Q1 		$7.33M Sell
32,161
-1,750
-5% -$394K 0.15% 106
2020
Q4 		$7.43M Sell
33,911
-794
-2% -$156K 0.16% 107
2020
Q3 		$6.58M Sell
34,705
-7,405
-18% -$1.35M 0.15% 109
2020
Q2 		$7.37M Sell
42,110
-6,245
-13% -$1.04M 0.19% 100
2020
Q1 		$6.93M Sell
48,355
-35,409
-42% -$6.25M 0.21% 95
2019
Q4 		$15.9M Sell
83,764
-2,884
-3% -$545K 0.39% 71
2019
Q3 		$18M Buy
+86,648
New +$17.4M 0.47% 63
2019
Q2 		– Sell
-3
Closed -$526 – 808
2019
Q1 		$526 Buy
+3
New +$505 ﹤0.01% 708
2018
Q3 		– Sell
-25
Closed -$5.47K – 737
2018
Q2 		$5.47K Buy
+25
New +$5.65K ﹤0.01% 632

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

Bartlett & Co Wealth Management's STZ Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Constellation Brands (STZ) stake by 22% in Q1 2026, selling an estimated $69.4K and leaving 1,628 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Bartlett & Co Wealth Management first reported a position in STZ in Q2 2018 and has held it in 29 quarters since. The position peaked at $18M in Q3 2019. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,628 shares of Constellation Brands worth $242K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 449 Constellation Brands shares in Q1 2026, an estimated $69.4K.
  • Constellation Brands made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #428 holding.
  • Bartlett & Co Wealth Management first reported a position in Constellation Brands in Q2 2018 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Constellation Brands position peaked at $18M in Q3 2019.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.