Cetera Investment Advisers
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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
2025
Q2 		– Sell
-200
Closed -$1.5K – 4205
2025
Q1 		$1.5K Buy
+200
New +$36.3K ﹤0.01% 3965

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.