Corient Private Wealth
STZ icon

Corient Private Wealth’s Constellation Brands STZ Stock Holding History

Corient Private Wealth’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 		$3.63M Sell
24,435
-37,611
-61% -$5.81M 0.01% 967
2025
Q4 		$7.75M Buy
62,046
+26,711
+76% +$3.66M 0.01% 866
2025
Q3 		$4.76M Sell
35,335
-18,638
-35% -$2.96M 0.01% 731
2025
Q2 		$8.78M Sell
53,973
-12,963
-19% -$2.33M 0.01% 551
2025
Q1 		$12.3M Sell
66,936
-62,049
-48% -$11.3M 0.02% 475
2024
Q4 		$28.5M Sell
128,985
-36,076
-22% -$8.57M 0.05% 324
2024
Q3 		$42.5M Sell
165,061
-57,067
-26% -$14.1M 0.07% 267
2024
Q2 		$57.1M Sell
222,128
-16,050
-7% -$4.13M 0.1% 205
2024
Q1 		$64.2M Buy
238,178
+4,070
+2% +$1.03M 0.11% 185
2023
Q4 		$56.6M Buy
234,108
+44,629
+24% +$10.6M 0.1% 200
2023
Q3 		$47.6M Sell
189,479
-19,339
-9% -$5.05M 0.11% 199
2023
Q2 		$51.4M Sell
208,818
-9,042
-4% -$2.12M 0.12% 179
2023
Q1 		$49.2M Buy
217,860
+21,984
+11% +$4.89M 0.13% 160
2022
Q4 		$45.4M Buy
+195,876
New +$46.9M 0.16% 144

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

Corient Private Wealth's STZ Position: Q1 2026 in Review

Corient Private Wealth reduced its Constellation Brands (STZ) stake by 61% in Q1 2026, selling an estimated $5.81M and leaving 24,435 shares worth $3.63M. The position accounts for 0.01% of the portfolio, ranked #967.

Corient Private Wealth first reported a position in STZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $64.2M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Corient Private Wealth held 24,435 shares of Constellation Brands worth $3.63M as of Q1 2026.
  • Corient Private Wealth sold 37,611 Constellation Brands shares in Q1 2026, an estimated $5.81M.
  • Constellation Brands made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #967 holding.
  • Corient Private Wealth first reported a position in Constellation Brands in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Constellation Brands position peaked at $64.2M in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.