Creative Planning’s Constellation Brands STZ Stock Holding History

Creative Planning’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
2021 Q1	–	Sell	-100	Closed	-$3K	–	2717
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2289
2020 Q3	$1K	Buy	+100	New	+$18.2K	﹤0.01%	2129
2019 Q4	–	Sell	-500	Closed	-$10K	–	2106
2019 Q3	$10K	Sell	500 -3,200	-86%	-$643K	﹤0.01%	1904
2019 Q2	$32K	Sell	3,700 -500	-12%	-$97.6K	﹤0.01%	1854
2019 Q1	$17K	Buy	4,200 +500	+14%	+$84.2K	﹤0.01%	1850
2018 Q4	$10K	Hold	3,700	–	–	﹤0.01%	1830
2018 Q3	$75K	Buy	3,700 +500	+16%	+$106K	﹤0.01%	1829
2018 Q2	$88K	Hold	3,200	–	–	﹤0.01%	1791
2018 Q1	$129K	Buy	+3,200	New	+$705K	﹤0.01%	1704

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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.