Creative Financial Designs’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.8K | Sell |
265
-5
| -2% | -$772 | ﹤0.01% | 977 |
|
|
2025
Q4 | $37.2K | Buy |
270
+5
| +2% | +$686 | ﹤0.01% | 972 |
|
|
2025
Q3 | $35.7K | Sell |
265
-643
| -71% | -$102K | ﹤0.01% | 966 |
|
|
2025
Q2 | $148K | Buy |
908
+18
| +2% | +$3.23K | 0.01% | 569 |
|
|
2025
Q1 | $163K | Buy |
890
+79
| +10% | +$14.4K | 0.01% | 500 |
|
|
2024
Q4 | $179K | Buy |
811
+55
| +7% | +$13.1K | 0.01% | 466 |
|
|
2024
Q3 | $195K | Buy |
756
+12
| +2% | +$2.97K | 0.02% | 456 |
|
|
2024
Q2 | $191K | Sell |
744
-3
| -0.4% | -$772 | 0.02% | 439 |
|
|
2024
Q1 | $203K | Buy |
747
+19
| +3% | +$4.81K | 0.02% | 413 |
|
|
2023
Q4 | $176K | Buy |
728
+18
| +3% | +$4.28K | 0.02% | 412 |
|
|
2023
Q3 | $178K | Sell |
710
-6
| -0.8% | -$1.57K | 0.02% | 356 |
|
|
2023
Q2 | $176K | Sell |
716
-7
| -1% | -$1.64K | 0.02% | 365 |
|
|
2023
Q1 | $163K | Sell |
723
-35
| -5% | -$7.79K | 0.02% | 369 |
|
|
2022
Q4 | $176K | Sell |
758
-7
| -0.9% | -$1.68K | 0.03% | 334 |
|
|
2022
Q3 | $176K | Sell |
765
-96
| -11% | -$23.4K | 0.03% | 314 |
|
|
2022
Q2 | $201K | Sell |
861
-14
| -2% | -$3.41K | 0.03% | 290 |
|
|
2022
Q1 | $202K | Sell |
875
-19
| -2% | -$4.39K | 0.03% | 301 |
|
|
2021
Q4 | $224K | Sell |
894
-7
| -0.8% | -$1.59K | 0.03% | 292 |
|
|
2021
Q3 | $190K | Sell |
901
-64
| -7% | -$14K | 0.03% | 306 |
|
|
2021
Q2 | $226K | Buy |
965
+26
| +3% | +$6.1K | 0.04% | 271 |
|
|
2021
Q1 | $214K | Buy |
939
+38
| +4% | +$8.56K | 0.04% | 262 |
|
|
2020
Q4 | $197K | Buy |
901
+31
| +4% | +$6.09K | 0.04% | 255 |
|
|
2020
Q3 | $165K | Sell |
870
-115
| -12% | -$21K | 0.04% | 260 |
|
|
2020
Q2 | $172K | Buy |
985
+566
| +135% | +$94.3K | 0.05% | 214 |
|
|
2020
Q1 | $60K | Buy |
419
+316
| +307% | +$55.8K | 0.03% | 210 |
|
|
2019
Q4 | $19K | Sell |
103
-71
| -41% | -$13.4K | 0.01% | 336 |
|
|
2019
Q3 | $36K | Sell |
174
-19
| -10% | -$3.81K | 0.02% | 268 |
|
|
2019
Q2 | $39K | Sell |
193
-20
| -9% | -$3.9K | 0.02% | 250 |
|
|
2019
Q1 | $37K | Buy |
213
+1
| +0.5% | +$168 | 0.02% | 244 |
|
|
2018
Q4 | $34K | Hold |
212
| – | – | 0.02% | 228 |
|
|
2018
Q3 | $46K | Buy |
212
+41
| +24% | +$8.72K | 0.03% | 239 |
|
|
2018
Q2 | $37K | Hold |
171
| – | – | 0.02% | 275 |
|
|
2018
Q1 | $39K | Buy |
171
+41
| +32% | +$9.03K | 0.03% | 250 |
|
|
2017
Q4 | $30K | Buy |
130
+70
| +117% | +$15.1K | 0.02% | 265 |
|
|
2017
Q3 | $12K | Hold |
60
| – | – | 0.01% | 398 |
|
|
2017
Q2 | $12K | Buy |
+60
| New | +$10.7K | 0.01% | 392 |
|
Other funds holding STZ
VCM
VPM
Creative Financial Designs's STZ Position: Q1 2026 in Review
Creative Financial Designs reduced its Constellation Brands (STZ) stake by 1.9% in Q1 2026, selling an estimated $772 and leaving 265 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #977.
Creative Financial Designs first reported a position in STZ in Q2 2017 and has held it in 36 quarters since. The position peaked at $226K in Q2 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Creative Financial Designs held 265 shares of Constellation Brands worth $39.8K as of Q1 2026.
- Creative Financial Designs sold 5 Constellation Brands shares in Q1 2026, an estimated $772.
- Constellation Brands made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #977 holding.
- Creative Financial Designs first reported a position in Constellation Brands in Q2 2017 and has held it in 36 quarters since.
- Creative Financial Designs's Constellation Brands position peaked at $226K in Q2 2021.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.