Cetera Investment Advisers
STZ icon

Cetera Investment Advisers’s Constellation Brands STZ Stock Holding History

Cetera Investment Advisers’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 		$10.6M Buy
70,364
+6,522
+10% +$1.01M 0.01% 1035
2025
Q4 		$8.81M Buy
63,842
+15,478
+32% +$2.12M 0.01% 1107
2025
Q3 		$6.51M Buy
48,364
+11,450
+31% +$1.82M 0.01% 1223
2025
Q2 		$6.01M Buy
36,914
+2,273
+7% +$408K 0.01% 1078
2025
Q1 		$6.36M Sell
34,641
-6,920
-17% -$1.26M 0.01% 976
2024
Q4 		$9.18M Sell
41,561
-4,617
-10% -$1.1M 0.02% 748
2024
Q3 		$11.9M Buy
46,178
+1,637
+4% +$406K 0.03% 623
2024
Q2 		$11.5M Buy
44,541
+3,825
+9% +$984K 0.03% 616
2024
Q1 		$11.1M Buy
40,716
+22,870
+128% +$5.79M 0.03% 631
2023
Q4 		$4.31M Sell
17,846
-1,033
-5% -$246K 0.04% 491
2023
Q3 		$4.74M Sell
18,879
-333
-2% -$86.9K 0.04% 429
2023
Q2 		$4.73M Sell
19,212
-1,510
-7% -$353K 0.04% 426
2023
Q1 		$4.68M Sell
20,722
-611
-3% -$136K 0.04% 413
2022
Q4 		$4.94M Buy
21,333
+6,705
+46% +$1.6M 0.05% 391
2022
Q3 		$3.36M Sell
14,628
-2,311
-14% -$563K 0.07% 311
2022
Q2 		$3.95M Sell
16,939
-87
-0.5% -$21.2K 0.06% 315
2022
Q1 		$3.92M Buy
17,026
+163
+1% +$37.6K 0.06% 342
2021
Q4 		$4.23M Sell
16,863
-970
-5% -$221K 0.06% 326
2021
Q3 		$3.76M Sell
17,833
-598
-3% -$131K 0.06% 334
2021
Q2 		$4.31M Buy
18,431
+523
+3% +$123K 0.07% 293
2021
Q1 		$4.08M Buy
17,908
+331
+2% +$74.6K 0.08% 265
2020
Q4 		$3.85M Buy
17,577
+10,945
+165% +$2.15M 0.08% 280
2020
Q3 		$1.26M Sell
6,632
-826
-11% -$151K 0.1% 221
2020
Q2 		$1.3M Sell
7,458
-254
-3% -$42.3K 0.12% 196
2020
Q1 		$1.11M Sell
7,712
-125
-2% -$22.1K 0.14% 173
2019
Q4 		$1.49M Buy
7,837
+358
+5% +$67.6K 0.15% 157
2019
Q3 		$1.54M Sell
7,479
-387
-5% -$77.7K 0.19% 135
2019
Q2 		$1.55M Sell
7,866
-56
-0.7% -$10.9K 0.2% 123
2019
Q1 		$1.4M Sell
7,922
-132
-2% -$22.2K 0.2% 125
2018
Q4 		$1.29M Buy
8,054
+557
+7% +$111K 0.21% 127
2018
Q3 		$1.61M Buy
7,497
+1,193
+19% +$254K 0.23% 113
2018
Q2 		$1.37M Buy
6,304
+232
+4% +$52.4K 0.24% 111
2018
Q1 		$1.38M Buy
6,072
+901
+17% +$198K 0.26% 104
2017
Q4 		$1.18M Buy
5,171
+558
+12% +$121K 0.22% 119
2017
Q3 		$923K Buy
4,613
+765
+20% +$151K 0.2% 134
2017
Q2 		$745K Buy
3,848
+740
+24% +$132K 0.18% 149
2017
Q1 		$503K Sell
3,108
-6
-0.2% -$935 0.14% 193
2016
Q4 		$478K Buy
3,114
+507
+19% +$80.5K 0.16% 170
2016
Q3 		$435K Buy
2,607
+1,235
+90% +$204K 0.19% 146
2016
Q2 		$228K Buy
+1,372
New +$215K 0.09% 257

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

Cetera Investment Advisers's STZ Position: Q1 2026 in Review

Cetera Investment Advisers increased its Constellation Brands (STZ) stake by 10% in Q1 2026, buying an estimated $1.01M and bringing the position to 70,364 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #1035.

Cetera Investment Advisers first reported a position in STZ in Q2 2016 and has held it in 40 quarters since. The position peaked at $11.9M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Cetera Investment Advisers held 70,364 shares of Constellation Brands worth $10.6M as of Q1 2026.
  • Cetera Investment Advisers bought 6,522 Constellation Brands shares in Q1 2026, an estimated $1.01M.
  • Constellation Brands made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1035 holding.
  • Cetera Investment Advisers first reported a position in Constellation Brands in Q2 2016 and has held it in 40 quarters since.
  • Cetera Investment Advisers's Constellation Brands position peaked at $11.9M in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.