Equitable Trust’s Constellation Brands STZ Stock Holding History

Equitable 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	–	Sell	-1,981	Closed	-$273K	–	490
2025 Q4	$273K	Buy	+1,981	New	+$272K	0.01%	398
2018 Q3	–	Sell	-4,062	Closed	-$889K	–	303
2018 Q2	$889K	Buy	+4,062	New	+$917K	0.11%	147

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

Equitable Trust's STZ Position: Q1 2026 in Review

Equitable Trust sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 1,981 shares — an estimated $273K sold.

Equitable Trust first reported a position in STZ in Q2 2018 and held it in 2 quarters. The position peaked at $889K in Q2 2018. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Equitable Trust reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
Equitable Trust sold 1,981 Constellation Brands shares in Q1 2026, an estimated $273K.
Equitable Trust first reported a position in Constellation Brands in Q2 2018 and held it in 2 quarters.
Equitable Trust's Constellation Brands position peaked at $889K in Q2 2018.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.