CJ
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Caitlin John’s Constellation Brands STZ Stock Holding History

Caitlin John’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 		$7.89K Buy
53
+1
+2% +$154 ﹤0.01% 557
2025
Q4 		$7.21K Hold
52
– – ﹤0.01% 587
2025
Q3 		$6.99K Buy
+52
New +$8.27K ﹤0.01% 547
2025
Q1 		– Sell
-51
Closed -$11.3K – 714
2024
Q4 		$11.3K Hold
51
– – 0.01% 460
2024
Q3 		$12.2K Hold
51
– – 0.01% 462
2024
Q2 		$13K Buy
+51
New +$13.1K 0.01% 411

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

Caitlin John's STZ Position: Q1 2026 in Review

Caitlin John increased its Constellation Brands (STZ) stake by 1.9% in Q1 2026, buying an estimated $154 and bringing the position to 53 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Caitlin John first reported a position in STZ in Q2 2024 and has held it in 6 quarters since. The position peaked at $13K in Q2 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Caitlin John held 53 shares of Constellation Brands worth $7.89K as of Q1 2026.
  • Caitlin John bought 1 Constellation Brands share in Q1 2026, an estimated $154.
  • Constellation Brands made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #557 holding.
  • Caitlin John first reported a position in Constellation Brands in Q2 2024 and has held it in 6 quarters since.
  • Caitlin John's Constellation Brands position peaked at $13K in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.