Crewe Advisors’s Constellation Brands STZ Stock Holding History

Crewe Advisors’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	–	Sell	-19	Closed	-$2.62K	–	1142
2025 Q4	$2.62K	Buy	+19	New	+$2.61K	﹤0.01%	833
2025 Q2	–	Sell	-2	Closed	-$368	–	826
2025 Q1	$368	Buy	+2	New	+$363	﹤0.01%	651
2024 Q4	–	Sell	-2	Closed	-$516	–	788
2024 Q3	$516	Buy	+2	New	+$496	﹤0.01%	663
2022 Q4	–	Sell	-39	Closed	-$9K	–	1250
2022 Q3	$9K	Buy	+39	New	+$9.51K	﹤0.01%	701
2020 Q4	–	Sell	-23	Closed	-$4K	–	630
2020 Q3	$4K	Buy	+23	New	+$4.2K	﹤0.01%	413
2019 Q3	–	Sell	-1,325	Closed	-$261K	–	301
2019 Q2	$261K	Buy	+1,325	New	+$259K	0.08%	71

Other funds holding STZ

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $141B AUM 30.34% 1-Year Est. Return