Dorsey & Whitney Trust’s Constellation Brands STZ Stock Holding History

Dorsey & Whitney Trust’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	$390K	Buy	2,600 +421	+19%	+$65K	0.02%	492
2025 Q4	$301K	Buy	+2,179	New	+$299K	0.02%	558
2024 Q2	–	Sell	-1,018	Closed	-$277K	–	657
2024 Q1	$277K	Sell	1,018 -220	-18%	-$55.7K	0.02%	503
2023 Q4	$299K	Buy	1,238 +228	+23%	+$54.2K	0.02%	455
2023 Q3	$254K	Buy	1,010 +177	+21%	+$46.2K	0.02%	472
2023 Q2	$205K	Buy	+833	New	+$195K	0.02%	548
2018 Q4	–	Sell	-1,462	Closed	-$315K	–	427
2018 Q3	$315K	Buy	1,462 +345	+31%	+$73.3K	0.05%	272
2018 Q2	$243K	Buy	1,117 +96	+9%	+$21.7K	0.04%	309
2018 Q1	$233K	Buy	+1,021	New	+$225K	0.04%	303

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

Dorsey & Whitney Trust's STZ Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Constellation Brands (STZ) stake by 19% in Q1 2026, buying an estimated $65K and bringing the position to 2,600 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #492.

Dorsey & Whitney Trust first reported a position in STZ in Q1 2018 and has held it in 9 quarters since. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Dorsey & Whitney Trust held 2,600 shares of Constellation Brands worth $390K as of Q1 2026.
Dorsey & Whitney Trust bought 421 Constellation Brands shares in Q1 2026, an estimated $65K.
Constellation Brands made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #492 holding.
Dorsey & Whitney Trust first reported a position in Constellation Brands in Q1 2018 and has held it in 9 quarters since.
1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.