EHWM
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Eads & Heald Wealth Management’s Constellation Brands STZ Stock Holding History

Eads & Heald Wealth Management’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 		$345K Buy
2,301
+645
+39% +$99.6K 0.17% 127
2025
Q4 		$228K Sell
1,656
-866
-34% -$119K 0.11% 136
2025
Q3 		$340K Sell
2,522
-651
-21% -$104K 0.16% 123
2025
Q2 		$516K Sell
3,173
-692
-18% -$124K 0.25% 113
2025
Q1 		$709K Sell
3,865
-729
-16% -$132K 0.36% 101
2024
Q4 		$1.01M Sell
4,594
-96
-2% -$22.8K 0.5% 82
2024
Q3 		$1.21M Sell
4,690
-44
-0.9% -$10.9K 0.57% 79
2024
Q2 		$1.22M Buy
4,734
+608
+15% +$156K 0.59% 77
2024
Q1 		$1.12M Buy
4,126
+268
+7% +$67.8K 0.52% 86
2023
Q4 		$933K Buy
3,858
+136
+4% +$32.3K 0.45% 87
2023
Q3 		$935K Buy
3,722
+106
+3% +$27.7K 0.49% 87
2023
Q2 		$890K Sell
3,616
-228
-6% -$53.4K 0.44% 89
2023
Q1 		$868K Sell
3,844
-56
-1% -$12.5K 0.43% 90
2022
Q4 		$904K Buy
3,900
+222
+6% +$53.1K 0.46% 86
2022
Q3 		$845K Sell
3,678
-95
-3% -$23.2K 0.48% 85
2022
Q2 		$879K Buy
3,773
+485
+15% +$118K 0.47% 87
2022
Q1 		$757K Sell
3,288
-22
-0.7% -$5.08K 0.35% 103
2021
Q4 		$831K Sell
3,310
-60
-2% -$13.7K 0.36% 99
2021
Q3 		$710K Sell
3,370
-536
-14% -$117K 0.34% 103
2021
Q2 		$914K Buy
3,906
+378
+11% +$88.7K 0.45% 95
2021
Q1 		$804K Buy
3,528
+575
+19% +$130K 0.41% 95
2020
Q4 		$647K Hold
2,953
– – 0.35% 99
2020
Q3 		$560K Buy
2,953
+145
+5% +$26.4K 0.34% 98
2020
Q2 		$491K Buy
2,808
+277
+11% +$46.1K 0.3% 102
2020
Q1 		$363K Sell
2,531
-130
-5% -$22.9K 0.26% 105
2019
Q4 		$505K Sell
2,661
-736
-22% -$139K 0.27% 110
2019
Q3 		$704K Buy
3,397
+50
+1% +$10K 0.39% 97
2019
Q2 		$659K Sell
3,347
-20
-0.6% -$3.9K 0.37% 99
2019
Q1 		$590K Sell
3,367
-3
-0.1% -$505 0.34% 100
2018
Q4 		$542K Buy
3,370
+76
+2% +$15.1K 0.36% 100
2018
Q3 		$710K Buy
3,294
+940
+40% +$200K 0.41% 95
2018
Q2 		$515K Buy
2,354
+59
+3% +$13.3K 0.32% 104
2018
Q1 		$523K Buy
2,295
+255
+13% +$56.2K 0.33% 103
2017
Q4 		$466K Sell
2,040
-10
-0.5% -$2.16K 0.27% 109
2017
Q3 		$409K Buy
2,050
+21
+1% +$4.16K 0.25% 112
2017
Q2 		$393K Sell
2,029
-19
-0.9% -$3.38K 0.25% 111
2017
Q1 		$332K Buy
+2,048
New +$319K 0.21% 112

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

Eads & Heald Wealth Management's STZ Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its Constellation Brands (STZ) stake by 39% in Q1 2026, buying an estimated $99.6K and bringing the position to 2,301 shares worth $345K. The position accounts for 0.17% of the portfolio, ranked #127.

Eads & Heald Wealth Management first reported a position in STZ in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.22M in Q2 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Eads & Heald Wealth Management held 2,301 shares of Constellation Brands worth $345K as of Q1 2026.
  • Eads & Heald Wealth Management bought 645 Constellation Brands shares in Q1 2026, an estimated $99.6K.
  • Constellation Brands made up 0.17% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Eads & Heald Wealth Management first reported a position in Constellation Brands in Q1 2017 and has held it in 37 quarters since.
  • Eads & Heald Wealth Management's Constellation Brands position peaked at $1.22M in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.