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Beacon Pointe Advisors’s Constellation Brands STZ Stock Holding History

Beacon Pointe Advisors’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 		$869K Sell
5,796
-352
-6% -$54.4K ﹤0.01% 1056
2025
Q4 		$848K Sell
6,148
-58
-0.9% -$7.96K 0.01% 883
2025
Q3 		$836K Sell
6,206
-1,543
-20% -$245K 0.01% 829
2025
Q2 		$1.26M Sell
7,749
-1,459
-16% -$262K 0.01% 597
2025
Q1 		$1.69M Sell
9,208
-3,226
-26% -$586K 0.02% 501
2024
Q4 		$2.75M Sell
12,434
-1,508
-11% -$358K 0.03% 390
2024
Q3 		$3.59M Sell
13,942
-871
-6% -$216K 0.04% 352
2024
Q2 		$3.81M Sell
14,813
-724
-5% -$186K 0.05% 339
2024
Q1 		$4.22M Sell
15,537
-170
-1% -$43K 0.05% 329
2023
Q4 		$3.8M Sell
15,707
-615
-4% -$146K 0.05% 342
2023
Q3 		$4.1M Buy
16,322
+176
+1% +$45.9K 0.05% 315
2023
Q2 		$3.97M Sell
16,146
-2,660
-14% -$622K 0.06% 251
2023
Q1 		$4.25M Buy
18,806
+2,185
+13% +$486K 0.07% 244
2022
Q4 		$3.85M Sell
16,621
-122
-0.7% -$29.2K 0.07% 238
2022
Q3 		$3.85M Buy
16,743
+199
+1% +$48.5K 0.09% 201
2022
Q2 		$3.86M Sell
16,544
-7,779
-32% -$1.89M 0.08% 215
2022
Q1 		$5.6M Buy
24,323
+14,897
+158% +$3.44M 0.08% 233
2021
Q4 		$2.37M Sell
9,426
-727
-7% -$166K 0.06% 239
2021
Q3 		$2.14M Buy
10,153
+2,340
+30% +$511K 0.05% 275
2021
Q2 		$1.83M Buy
+7,813
New +$1.83M 0.06% 237

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

Beacon Pointe Advisors's STZ Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Constellation Brands (STZ) stake by 5.7% in Q1 2026, selling an estimated $54.4K and leaving 5,796 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Beacon Pointe Advisors first reported a position in STZ in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.6M in Q1 2022. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Beacon Pointe Advisors held 5,796 shares of Constellation Brands worth $869K as of Q1 2026.
  • Beacon Pointe Advisors sold 352 Constellation Brands shares in Q1 2026, an estimated $54.4K.
  • Constellation Brands made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1056 holding.
  • Beacon Pointe Advisors first reported a position in Constellation Brands in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Constellation Brands position peaked at $5.6M in Q1 2022.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.