Creative Planning’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 | $12.5M | Buy |
83,534
+1,048
| +1% | +$162K | 0.01% | 595 |
|
|
2025
Q4 | $11.4M | Buy |
82,486
+21,972
| +36% | +$3.01M | 0.01% | 566 |
|
|
2025
Q3 | $8.15M | Sell |
60,514
-1,330
| -2% | -$212K | 0.01% | 649 |
|
|
2025
Q2 | $10.1M | Buy |
61,844
+30,805
| +99% | +$5.53M | 0.01% | 510 |
|
|
2025
Q1 | $5.7M | Sell |
31,039
-22,993
| -43% | -$4.18M | 0.01% | 664 |
|
|
2024
Q4 | $11.9M | Buy |
54,032
+2,176
| +4% | +$517K | 0.01% | 399 |
|
|
2024
Q3 | $13.4M | Sell |
51,856
-1,631
| -3% | -$404K | 0.01% | 362 |
|
|
2024
Q2 | $13.8M | Buy |
53,487
+1,162
| +2% | +$299K | 0.01% | 333 |
|
|
2024
Q1 | $14.2M | Buy |
52,325
+984
| +2% | +$249K | 0.02% | 324 |
|
|
2023
Q4 | $12.4M | Sell |
51,341
-28,351
| -36% | -$6.74M | 0.02% | 339 |
|
|
2023
Q3 | $20M | Buy |
79,692
+29,967
| +60% | +$7.82M | 0.03% | 236 |
|
|
2023
Q2 | $12.2M | Sell |
49,725
-4,876
| -9% | -$1.14M | 0.02% | 308 |
|
|
2023
Q1 | $12.3M | Sell |
54,601
-1,323
| -2% | -$294K | 0.02% | 302 |
|
|
2022
Q4 | $13M | Buy |
55,924
+821
| +1% | +$197K | 0.02% | 281 |
|
|
2022
Q3 | $12.7M | Sell |
55,103
-3,421
| -6% | -$834K | 0.02% | 255 |
|
|
2022
Q2 | $13.6M | Sell |
58,524
-28
| -0% | -$6.82K | 0.02% | 265 |
|
|
2022
Q1 | $13.5M | Buy |
58,552
+41,762
| +249% | +$9.64M | 0.02% | 277 |
|
|
2021
Q4 | $4.21M | Sell |
16,790
-346
| -2% | -$78.8K | 0.01% | 465 |
|
|
2021
Q3 | $3.61M | Sell |
17,136
-167
| -1% | -$36.4K | 0.01% | 506 |
|
|
2021
Q2 | $4.05M | Sell |
17,303
-1,244
| -7% | -$292K | 0.01% | 465 |
|
|
2021
Q1 | $4.23M | Buy |
18,547
+1,921
| +12% | +$433K | 0.01% | 457 |
|
|
2020
Q4 | $3.64M | Sell |
16,626
-286
| -2% | -$56.2K | 0.01% | 457 |
|
|
2020
Q3 | $3.21M | Sell |
16,912
-1,649
| -9% | -$301K | 0.01% | 418 |
|
|
2020
Q2 | $3.25M | Sell |
18,561
-1,846
| -9% | -$307K | 0.01% | 363 |
|
|
2020
Q1 | $2.92M | Sell |
20,407
-2,376
| -10% | -$419K | 0.01% | 337 |
|
|
2019
Q4 | $4.32M | Sell |
22,783
-218
| -0.9% | -$41.2K | 0.01% | 324 |
|
|
2019
Q3 | $4.77M | Buy |
23,001
+1,454
| +7% | +$292K | 0.02% | 295 |
|
|
2019
Q2 | $4.24M | Buy |
21,547
+230
| +1% | +$44.9K | 0.01% | 317 |
|
|
2019
Q1 | $3.74M | Buy |
21,317
+1,875
| +10% | +$316K | 0.01% | 325 |
|
|
2018
Q4 | $3.13M | Buy |
19,442
+2,804
| +17% | +$557K | 0.01% | 336 |
|
|
2018
Q3 | $3.59M | Buy |
16,638
+363
| +2% | +$77.2K | 0.01% | 337 |
|
|
2018
Q2 | $3.56M | Sell |
16,275
-2,431
| -13% | -$549K | 0.01% | 337 |
|
|
2018
Q1 | $4.26M | Sell |
18,706
-794
| -4% | -$175K | 0.02% | 285 |
|
|
2017
Q4 | $4.46M | Sell |
19,500
-694
| -3% | -$150K | 0.02% | 265 |
|
|
2017
Q3 | $4.03M | Buy |
20,194
+744
| +4% | +$147K | 0.02% | 280 |
|
|
2017
Q2 | $3.77M | Buy |
19,450
+1,455
| +8% | +$259K | 0.02% | 275 |
|
|
2017
Q1 | $2.92M | Buy |
17,995
+2,970
| +20% | +$463K | 0.02% | 323 |
|
|
2016
Q4 | $2.3M | Buy |
15,025
+564
| +4% | +$89.6K | 0.01% | 363 |
|
|
2016
Q3 | $2.41M | Buy |
14,461
+678
| +5% | +$112K | 0.02% | 339 |
|
|
2016
Q2 | $2.28M | Buy |
13,783
+2,466
| +22% | +$386K | 0.02% | 308 |
|
|
2016
Q1 | $1.71M | Buy |
11,317
+851
| +8% | +$123K | 0.01% | 349 |
|
|
2015
Q4 | $1.49M | Buy |
10,466
+2,828
| +37% | +$389K | 0.01% | 388 |
|
|
2015
Q3 | $956K | Buy |
+7,638
| New | +$942K | 0.01% | 492 |
|
|
2015
Q2 | – | Sell |
-6,221
| Closed | -$723K | – | 2780 |
|
|
2015
Q1 | $723K | Buy |
6,221
+695
| +13% | +$78.2K | 0.01% | 587 |
|
|
2014
Q4 | $542K | Buy |
5,526
+413
| +8% | +$37.8K | 0.01% | 669 |
|
|
2014
Q3 | $446K | Sell |
5,113
-560
| -10% | -$48.7K | 0.01% | 705 |
|
|
2014
Q2 | $500K | Buy |
5,673
+230
| +4% | +$19K | 0.01% | 645 |
|
|
2014
Q1 | $462K | Buy |
5,443
+1,186
| +28% | +$94.3K | 0.01% | 654 |
|
|
2013
Q4 | $300K | Buy |
4,257
+1,669
| +64% | +$112K | 0.01% | 677 |
|
|
2013
Q3 | $149K | Buy |
2,588
+448
| +21% | +$24.4K | ﹤0.01% | 896 |
|
|
2013
Q2 | $112K | Buy |
+2,140
| New | +$108K | ﹤0.01% | 930 |
|
Other funds holding STZ
VCM
VPM
Creative Planning's STZ Position: Q1 2026 in Review
Creative Planning increased its Constellation Brands (STZ) stake by 1.3% in Q1 2026, buying an estimated $162K and bringing the position to 83,534 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #595.
Creative Planning first reported a position in STZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $20M in Q3 2023. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Creative Planning held 83,534 shares of Constellation Brands worth $12.5M as of Q1 2026.
- Creative Planning bought 1,048 Constellation Brands shares in Q1 2026, an estimated $162K.
- Constellation Brands made up 0.01% of Creative Planning's portfolio in Q1 2026, its #595 holding.
- Creative Planning first reported a position in Constellation Brands in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Constellation Brands position peaked at $20M in Q3 2023.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.