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Coppell Advisory Solutions’s Constellation Brands STZ Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-2,059
Closed -$289K – 317
2025
Q4 		$289K Buy
2,059
+364
+21% +$49.9K 0.03% 335
2025
Q3 		$231K Sell
1,695
-240
-12% -$38.2K 0.02% 365
2025
Q2 		$312K Buy
1,935
+242
+14% +$43.4K 0.04% 291
2025
Q1 		$315K Sell
1,693
-15
-0.9% -$2.73K 0.04% 256
2024
Q4 		$375K Buy
1,708
+403
+31% +$95.8K 0.05% 196
2024
Q3 		$337K Buy
1,305
+209
+19% +$51.8K 0.05% 203
2024
Q2 		$282K Buy
+1,096
New +$282K 0.05% 211
2023
Q4 		$257K Buy
1,063
+312
+42% +$74.2K 0.05% 230
2023
Q3 		$174K Buy
751
+53
+8% +$13.8K 0.06% 168
2023
Q2 		$172K Buy
+698
New +$163K 0.05% 202
2023
Q1 		– Sell
-751
Closed -$174K – 956
2022
Q4 		$174K Buy
+751
New +$180K 0.06% 173

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

Coppell Advisory Solutions's STZ Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 2,059 shares — an estimated $289K sold.

Coppell Advisory Solutions first reported a position in STZ in Q4 2022 and held it in 11 quarters. The position peaked at $375K in Q4 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,059 Constellation Brands shares in Q1 2026, an estimated $289K.
  • Coppell Advisory Solutions first reported a position in Constellation Brands in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Constellation Brands position peaked at $375K in Q4 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.