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Callan Family Office’s Constellation Brands STZ Stock Holding History

Callan Family Office’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 		$556K Sell
3,709
-748
-17% -$116K 0.01% 729
2025
Q4 		$615K Buy
4,457
+2,718
+156% +$373K 0.01% 705
2025
Q3 		$234K Sell
1,739
-935
-35% -$149K 0.01% 781
2025
Q2 		$435K Buy
+2,674
New +$480K 0.01% 638
2025
Q1 		– Sell
-2,452
Closed -$542K – 636
2024
Q4 		$542K Buy
2,452
+1,618
+194% +$384K 0.03% 352
2024
Q3 		$215K Buy
+834
New +$207K 0.04% 174

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

Callan Family Office's STZ Position: Q1 2026 in Review

Callan Family Office reduced its Constellation Brands (STZ) stake by 17% in Q1 2026, selling an estimated $116K and leaving 3,709 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #729.

Callan Family Office first reported a position in STZ in Q3 2024 and has held it in 6 quarters since. The position peaked at $615K in Q4 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Callan Family Office held 3,709 shares of Constellation Brands worth $556K as of Q1 2026.
  • Callan Family Office sold 748 Constellation Brands shares in Q1 2026, an estimated $116K.
  • Constellation Brands made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #729 holding.
  • Callan Family Office first reported a position in Constellation Brands in Q3 2024 and has held it in 6 quarters since.
  • Callan Family Office's Constellation Brands position peaked at $615K in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.