EI
STZ icon

Ellevest Inc’s Constellation Brands STZ Stock Holding History

Ellevest Inc’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 		$319K Sell
2,127
-335
-14% -$51.8K 0.04% 315
2025
Q4 		$340K Buy
2,462
+421
+21% +$57.8K 0.05% 299
2025
Q3 		$275K Buy
2,041
+180
+10% +$28.6K 0.04% 352
2025
Q2 		$303K Sell
1,861
-335
-15% -$60.1K 0.05% 299
2025
Q1 		$403K Buy
2,196
+641
+41% +$116K 0.03% 233
2024
Q4 		$344K Sell
1,555
-228
-13% -$54.2K 0.02% 280
2024
Q3 		$459K Sell
1,783
-17
-0.9% -$4.21K 0.03% 232
2024
Q2 		$463K Buy
1,800
+114
+7% +$29.3K 0.03% 219
2024
Q1 		$458K Buy
1,686
+31
+2% +$7.84K 0.03% 226
2023
Q4 		$400K Sell
1,655
-117
-7% -$27.8K 0.03% 235
2023
Q3 		$445K Buy
1,772
+121
+7% +$31.6K 0.03% 180
2023
Q2 		$406K Buy
1,651
+697
+73% +$163K 0.03% 201
2023
Q1 		$215K Buy
954
+117
+14% +$26K 0.02% 303
2022
Q4 		$194K Buy
837
+47
+6% +$11.2K 0.02% 305
2022
Q3 		$181K Buy
790
+625
+379% +$152K 0.02% 291
2022
Q2 		$38K Sell
165
-19
-10% -$4.62K ﹤0.01% 622
2022
Q1 		$42K Buy
+184
New +$42.5K ﹤0.01% 580
2021
Q1 		– Sell
-16
Closed -$4K – 1354
2020
Q4 		$4K Sell
16
-117
-88% -$23K ﹤0.01% 875
2020
Q3 		$25K Sell
133
-29
-18% -$5.29K ﹤0.01% 487
2020
Q2 		$28K Buy
162
+74
+84% +$12.3K 0.01% 441
2020
Q1 		$13K Buy
88
+70
+389% +$12.4K ﹤0.01% 511
2019
Q4 		$3K Buy
18
+12
+200% +$2.27K ﹤0.01% 653
2019
Q3 		$1K Buy
+6
New +$1.21K ﹤0.01% 461

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

Ellevest Inc's STZ Position: Q1 2026 in Review

Ellevest Inc reduced its Constellation Brands (STZ) stake by 14% in Q1 2026, selling an estimated $51.8K and leaving 2,127 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #315.

Ellevest Inc first reported a position in STZ in Q3 2019 and has held it in 23 quarters since. The position peaked at $463K in Q2 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Ellevest Inc held 2,127 shares of Constellation Brands worth $319K as of Q1 2026.
  • Ellevest Inc sold 335 Constellation Brands shares in Q1 2026, an estimated $51.8K.
  • Constellation Brands made up 0.04% of Ellevest Inc's portfolio in Q1 2026, its #315 holding.
  • Ellevest Inc first reported a position in Constellation Brands in Q3 2019 and has held it in 23 quarters since.
  • Ellevest Inc's Constellation Brands position peaked at $463K in Q2 2024.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.