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Cherry Tree Wealth Management’s Constellation Brands STZ Stock Holding History

Cherry Tree Wealth Management’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 		$150 Hold
1
– – ﹤0.01% 579
2025
Q4 		$138 Hold
1
– – ﹤0.01% 583
2025
Q3 		$135 Hold
1
– – ﹤0.01% 586
2025
Q2 		$163 Sell
1
-14
-93% -$2.51K ﹤0.01% 603
2025
Q1 		$2.75K Buy
15
+14
+1,400% +$2.54K ﹤0.01% 602
2024
Q4 		$221 Hold
1
– – ﹤0.01% 636
2024
Q3 		$258 Hold
1
– – ﹤0.01% 604
2024
Q2 		$258 Hold
1
– – ﹤0.01% 586
2024
Q1 		$272 Hold
1
– – ﹤0.01% 585
2023
Q4 		$242 Sell
1
-16
-94% -$3.81K ﹤0.01% 584
2023
Q3 		$4.27K Hold
17
– – ﹤0.01% 418
2023
Q2 		$4.18K Buy
+17
New +$3.98K ﹤0.01% 426

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

Cherry Tree Wealth Management's STZ Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Constellation Brands (STZ) position steady in Q1 2026 at 1 share worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Cherry Tree Wealth Management first reported a position in STZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.27K in Q3 2023. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Cherry Tree Wealth Management held 1 share of Constellation Brands worth $150 as of Q1 2026.
  • Cherry Tree Wealth Management left its Constellation Brands share count unchanged in Q1 2026.
  • Constellation Brands made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #579 holding.
  • Cherry Tree Wealth Management first reported a position in Constellation Brands in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Constellation Brands position peaked at $4.27K in Q3 2023.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.