Evermay Wealth Management’s Constellation Brands STZ Stock Holding History

Evermay 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	–	Sell	-60	Closed	-$8.28K	–	617
2025 Q4	$8.28K	Hold	60	–	–	﹤0.01%	462
2025 Q3	$8.08K	Hold	60	–	–	﹤0.01%	457
2025 Q2	$9.76K	Hold	60	–	–	﹤0.01%	448
2025 Q1	$11K	Hold	60	–	–	﹤0.01%	435
2024 Q4	$13.3K	Sell	60 -344	-85%	-$81.7K	﹤0.01%	412
2024 Q3	$104K	Sell	404 -10	-2%	-$2.48K	0.02%	265
2024 Q2	$107K	Hold	414	–	–	0.02%	262
2024 Q1	$113K	Sell	414 -1	-0.2%	-$253	0.02%	268
2023 Q4	$100K	Buy	415 +1	+0.2%	+$238	0.02%	259
2023 Q3	$104K	Buy	414 +10	+2%	+$2.61K	0.02%	234
2023 Q2	$99.4K	Hold	404	–	–	0.02%	246
2023 Q1	$91.3K	Hold	404	–	–	0.02%	244
2022 Q4	$93.6K	Buy	404 +344	+573%	+$82.3K	0.02%	235
2022 Q3	$14K	Hold	60	–	–	﹤0.01%	371
2022 Q2	$14K	Hold	60	–	–	﹤0.01%	368
2022 Q1	$14K	Hold	60	–	–	﹤0.01%	388
2021 Q4	$15K	Hold	60	–	–	﹤0.01%	377
2021 Q3	$13K	Sell	60 -33	-35%	-$7.2K	﹤0.01%	367
2021 Q2	$22K	Buy	+93	New	+$21.8K	﹤0.01%	353

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

Evermay Wealth Management's STZ Position: Q1 2026 in Review

Evermay Wealth Management sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 60 shares — an estimated $8.28K sold.

Evermay Wealth Management first reported a position in STZ in Q2 2021 and held it in 19 quarters. The position peaked at $113K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Evermay Wealth Management reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
Evermay Wealth Management sold 60 Constellation Brands shares in Q1 2026, an estimated $8.28K.
Evermay Wealth Management first reported a position in Constellation Brands in Q2 2021 and held it in 19 quarters.
Evermay Wealth Management's Constellation Brands position peaked at $113K in Q1 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.