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Financial Consulate’s Constellation Brands STZ Stock Holding History

Financial Consulate’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 		$4.35K Buy
29
+2
+7% +$309 ﹤0.01% 820
2025
Q4 		$3.73K Buy
+27
New +$3.7K ﹤0.01% 785

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

Financial Consulate's STZ Position: Q1 2026 in Review

Financial Consulate increased its Constellation Brands (STZ) stake by 7.4% in Q1 2026, buying an estimated $309 and bringing the position to 29 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Financial Consulate first reported a position in STZ in Q4 2025 and has held it in 2 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Financial Consulate held 29 shares of Constellation Brands worth $4.35K as of Q1 2026.
  • Financial Consulate bought 2 Constellation Brands shares in Q1 2026, an estimated $309.
  • Constellation Brands made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #820 holding.
  • Financial Consulate first reported a position in Constellation Brands in Q4 2025 and has held it in 2 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.