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Empowered Funds’s Constellation Brands STZ Stock Holding History

Empowered Funds’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 		$4.78M Buy
31,853
+25,888
+434% +$4M 0.03% 660
2025
Q4 		$823K Sell
5,965
-11,260
-65% -$1.54M 0.01% 672
2025
Q3 		$2.32M Sell
17,225
-52
-0.3% -$8.27K 0.02% 836
2025
Q2 		$2.81M Buy
17,277
+7,674
+80% +$1.38M 0.03% 672
2025
Q1 		$1.76M Sell
9,603
-6,972
-42% -$1.27M 0.03% 802
2024
Q4 		$3.66M Buy
16,575
+6,391
+63% +$1.52M 0.05% 477
2024
Q3 		$2.62M Buy
10,184
+7,752
+319% +$1.92M 0.04% 570
2024
Q2 		$626K Sell
2,432
-884
-27% -$227K 0.01% 991
2024
Q1 		$901K Buy
3,316
+1,377
+71% +$348K 0.02% 917
2023
Q4 		$469K Buy
1,939
+280
+17% +$66.6K 0.01% 1000
2023
Q3 		$417K Buy
1,659
+338
+26% +$88.2K 0.01% 969
2023
Q2 		$325K Buy
+1,321
New +$309K 0.01% 935

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

Empowered Funds's STZ Position: Q1 2026 in Review

Empowered Funds increased its Constellation Brands (STZ) stake by 434% in Q1 2026, buying an estimated $4M and bringing the position to 31,853 shares worth $4.78M. The position accounts for 0.03% of the portfolio, ranked #660.

Empowered Funds first reported a position in STZ in Q2 2023 and has held it in 12 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Empowered Funds held 31,853 shares of Constellation Brands worth $4.78M as of Q1 2026.
  • Empowered Funds bought 25,888 Constellation Brands shares in Q1 2026, an estimated $4M.
  • Constellation Brands made up 0.03% of Empowered Funds's portfolio in Q1 2026, its #660 holding.
  • Empowered Funds first reported a position in Constellation Brands in Q2 2023 and has held it in 12 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.