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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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Crewe Advisors's STZ Position: Q1 2026 in Review

Crewe Advisors sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 19 shares — an estimated $2.62K sold.

Crewe Advisors first reported a position in STZ in Q2 2019 and held it in 6 quarters. The position peaked at $261K in Q2 2019. 1,049 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Crewe Advisors reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 19 Constellation Brands shares in Q1 2026, an estimated $2.62K.
  • Crewe Advisors first reported a position in Constellation Brands in Q2 2019 and held it in 6 quarters.
  • Crewe Advisors's Constellation Brands position peaked at $261K in Q2 2019.
  • 1,049 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.