Carson Wealth (CWM LLC)
STZ icon

Carson Wealth (CWM LLC)’s Constellation Brands STZ Stock Holding History

Carson Wealth (CWM 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 		$3.49M Buy
23,289
+4,638
+25% +$717K 0.01% 957
2025
Q4 		$2.57M Buy
18,651
+14,508
+350% +$1.99M 0.01% 1047
2025
Q3 		$558K Sell
4,143
-566
-12% -$90K ﹤0.01% 1726
2025
Q2 		$766K Sell
4,709
-1,620
-26% -$291K ﹤0.01% 1400
2025
Q1 		$1.16M Sell
6,329
-1,155
-15% -$210K ﹤0.01% 1052
2024
Q4 		$1.65M Buy
7,484
+2,419
+48% +$575K 0.01% 856
2024
Q3 		$1.3M Sell
5,065
-61
-1% -$15.1K 0.01% 884
2024
Q2 		$1.32M Buy
5,126
+50
+1% +$12.9K 0.01% 769
2024
Q1 		$1.38M Sell
5,076
-197
-4% -$49.9K 0.01% 731
2023
Q4 		$1.27M Buy
5,273
+820
+18% +$195K 0.01% 707
2023
Q3 		$1.12M Buy
4,453
+306
+7% +$79.9K 0.01% 699
2023
Q2 		$1.02M Buy
4,147
+337
+9% +$78.9K 0.01% 708
2023
Q1 		$861K Buy
3,810
+365
+11% +$81.2K 0.01% 703
2022
Q4 		$798K Buy
3,445
+460
+15% +$110K 0.01% 677
2022
Q3 		$685K Buy
2,985
+220
+8% +$53.6K 0.01% 664
2022
Q2 		$644K Buy
2,765
+411
+17% +$100K 0.01% 673
2022
Q1 		$542K Sell
2,354
-1,369
-37% -$316K ﹤0.01% 709
2021
Q4 		$934K Buy
+3,723
New +$848K 0.01% 586
2021
Q2 		$390K Hold
1,666
– – ﹤0.01% 723
2021
Q1 		$390K Hold
1,666
– – ﹤0.01% 723
2020
Q4 		$390K Hold
1,666
– – ﹤0.01% 723
2020
Q3 		$390K Hold
1,666
– – ﹤0.01% 723
2020
Q2 		$390K Hold
1,666
– – ﹤0.01% 723
2020
Q1 		$390K Hold
1,666
– – ﹤0.01% 723
2019
Q4 		$390K Hold
1,666
– – ﹤0.01% 723
2019
Q3 		$390K Hold
1,666
– – ﹤0.01% 723
2019
Q2 		$390K Hold
1,666
– – ﹤0.01% 723
2019
Q1 		$390K Sell
1,666
-21
-1% -$3.54K ﹤0.01% 723
2018
Q4 		$271K Sell
1,687
-25
-1% -$4.97K 0.01% 541
2018
Q3 		$369K Buy
1,712
+131
+8% +$27.9K 0.01% 417
2018
Q2 		$346K Buy
1,581
+59
+4% +$13.3K 0.01% 363
2018
Q1 		$347K Buy
1,522
+5
+0.3% +$1.1K 0.01% 315
2017
Q4 		$347K Hold
1,517
– – 0.02% 295
2017
Q3 		$303K Buy
1,517
+71
+5% +$14.1K 0.01% 291
2017
Q2 		$280K Buy
1,446
+41
+3% +$7.3K 0.01% 289
2017
Q1 		$228K Buy
1,405
+1
+0.1% +$156 0.01% 283
2016
Q4 		$215K Sell
1,404
-65
-4% -$10.3K 0.01% 265
2016
Q3 		$245K Buy
1,469
+136
+10% +$22.4K 0.02% 247
2016
Q2 		$220K Hold
1,333
– – 0.02% 237
2016
Q1 		$201K Buy
+1,333
New +$193K 0.02% 230
2014
Q1 		– Sell
-101
Closed -$7K – 440
2013
Q4 		$7K Sell
101
-6
-6% -$401 ﹤0.01% 486
2013
Q3 		$6K Buy
+107
New +$5.83K ﹤0.01% 367

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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 $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 $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 $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Constellation Brands (STZ) stake by 25% in Q1 2026, buying an estimated $717K and bringing the position to 23,289 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #957.

Carson Wealth (CWM LLC) first reported a position in STZ in Q3 2013 and has held it in 42 quarters since. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,289 shares of Constellation Brands worth $3.49M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,638 Constellation Brands shares in Q1 2026, an estimated $717K.
  • Constellation Brands made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #957 holding.
  • Carson Wealth (CWM LLC) first reported a position in Constellation Brands in Q3 2013 and has held it in 42 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.