CA
STZ icon

Clearstead Advisors’s Constellation Brands STZ Stock Holding History

Clearstead Advisors’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 		$101K Sell
671
-417
-38% -$64.4K ﹤0.01% 1138
2025
Q4 		$150K Buy
1,088
+337
+45% +$46.2K ﹤0.01% 996
2025
Q3 		$101K Sell
751
-5
-0.7% -$795 ﹤0.01% 1053
2025
Q2 		$123K Buy
756
+301
+66% +$54K ﹤0.01% 1008
2025
Q1 		$83.5K Sell
455
-3,645
-89% -$662K ﹤0.01% 1030
2024
Q4 		$906K Sell
4,100
-2,538
-38% -$603K 0.01% 429
2024
Q3 		$1.71M Buy
6,638
+6
+0.1% +$1.49K 0.03% 326
2024
Q2 		$1.71M Buy
6,632
+48
+0.7% +$12.3K 0.03% 297
2024
Q1 		$1.7M Buy
6,584
+172
+3% +$43.5K 0.08% 169
2023
Q4 		$1.55M Sell
6,412
-6,361
-50% -$1.51M 0.08% 170
2023
Q3 		$3.21M Buy
12,773
+6,397
+100% +$1.67M 0.09% 156
2023
Q2 		$1.57M Buy
6,376
+2,264
+55% +$530K 0.1% 161
2023
Q1 		$929K Sell
4,112
-456
-10% -$101K 0.07% 181
2022
Q4 		$1.06M Buy
4,568
+340
+8% +$81.4K 0.08% 167
2022
Q3 		$971K Buy
4,228
+2,181
+107% +$532K 0.09% 162
2022
Q2 		$477K Buy
2,047
+29
+1% +$7.06K 0.04% 256
2022
Q1 		$465K Buy
2,018
+193
+11% +$44.6K 0.03% 277
2021
Q4 		$458K Buy
1,825
+157
+9% +$35.8K 0.03% 265
2021
Q3 		$351K Buy
1,668
+261
+19% +$57K 0.03% 288
2021
Q2 		$329K Buy
1,407
+19
+1% +$4.46K 0.03% 279
2021
Q1 		$317K Buy
1,388
+47
+4% +$10.6K 0.03% 273
2020
Q4 		$294K Buy
1,341
+326
+32% +$64.1K 0.03% 268
2020
Q3 		$192K Hold
1,015
– – 0.02% 280
2020
Q2 		$178K Buy
1,015
+62
+7% +$10.3K 0.02% 282
2020
Q1 		$137K Buy
+953
New +$168K 0.02% 287
2019
Q4 		– Sell
-1,015
Closed -$210K – 287
2019
Q3 		$210K Sell
1,015
-14
-1% -$2.81K 0.03% 256
2019
Q2 		$203K Buy
+1,029
New +$201K 0.03% 267

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

Clearstead Advisors's STZ Position: Q1 2026 in Review

Clearstead Advisors reduced its Constellation Brands (STZ) stake by 38% in Q1 2026, selling an estimated $64.4K and leaving 671 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Clearstead Advisors first reported a position in STZ in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.21M in Q3 2023. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Clearstead Advisors held 671 shares of Constellation Brands worth $101K as of Q1 2026.
  • Clearstead Advisors sold 417 Constellation Brands shares in Q1 2026, an estimated $64.4K.
  • Constellation Brands made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1138 holding.
  • Clearstead Advisors first reported a position in Constellation Brands in Q2 2019 and has held it in 27 quarters since.
  • Clearstead Advisors's Constellation Brands position peaked at $3.21M in Q3 2023.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.