Focus Partners Wealth
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Focus Partners Wealth’s Constellation Brands STZ Stock Holding History

Focus Partners Wealth’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
-8,519
Closed -$1.17M – 2827
2025
Q4 		$1.17M Sell
8,519
-8,737
-51% -$1.2M ﹤0.01% 1565
2025
Q3 		$2.32M Sell
17,256
-1,573
-8% -$250K ﹤0.01% 969
2025
Q2 		$3.06M Sell
18,829
-686
-4% -$123K 0.01% 800
2025
Q1 		$3.58M Sell
19,515
-107,234
-85% -$19.5M 0.01% 721
2024
Q4 		$28M Buy
126,749
+107,518
+559% +$25.5M 0.07% 251
2024
Q3 		$4.96M Sell
19,231
-93,759
-83% -$23.2M 0.02% 563
2024
Q2 		$29.1M Buy
112,990
+106,391
+1,612% +$27.4M 0.1% 199
2024
Q1 		$1.79M Buy
6,599
+3,967
+151% +$1M 0.01% 506
2023
Q4 		$636K Buy
+2,632
New +$626K 0.01% 536

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

Focus Partners Wealth's STZ Position: Q1 2026 in Review

Focus Partners Wealth sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 8,519 shares — an estimated $1.17M sold.

Focus Partners Wealth first reported a position in STZ in Q4 2023 and held it in 9 quarters. The position peaked at $29.1M in Q2 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Focus Partners Wealth reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 8,519 Constellation Brands shares in Q1 2026, an estimated $1.17M.
  • Focus Partners Wealth first reported a position in Constellation Brands in Q4 2023 and held it in 9 quarters.
  • Focus Partners Wealth's Constellation Brands position peaked at $29.1M in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.