Creative Planning
STZ icon

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
2016
Q4 		– Sell
-1,100
Closed -$2K – 4825
2016
Q3 		$2K Buy
+1,100
New +$181K ﹤0.01% 4252

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

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.