CPL
STZ icon

Capital & Planning LLC’s Constellation Brands STZ Stock Holding History

Capital & Planning LLC’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 		$30K Buy
+200
New +$30.9K 0.02% 67
2025
Q1 		– Sell
-200
Closed -$44.2K – 164
2024
Q4 		$44.2K Buy
+200
New +$47.5K 0.03% 56

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Capital & Planning LLC's STZ Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Constellation Brands (STZ) in Q1 2026: 200 shares worth $30K. The stake represents 0.02% of the portfolio and ranks #67 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in STZ as recently as Q4 2024.

Capital & Planning LLC first reported a position in STZ in Q4 2024 and has held it in 2 quarters since. The position peaked at $44.2K in Q4 2024. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Capital & Planning LLC held 200 shares of Constellation Brands worth $30K as of Q1 2026.
  • Constellation Brands was a new Capital & Planning LLC position in Q1 2026.
  • Constellation Brands made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #67 holding.
  • Capital & Planning LLC first reported a position in Constellation Brands in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Constellation Brands position peaked at $44.2K in Q4 2024.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.