Fortress Private Ledger’s Constellation Brands STZ Stock Holding History

Fortress Private Ledger’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	$610K	Sell	4,064 -865	-18%	-$134K	0.19%	111
2025 Q4	$680K	Sell	4,929 -165	-3%	-$22.6K	0.22%	91
2025 Q3	$686K	Buy	5,094 +56	+1%	+$8.91K	0.25%	80
2025 Q2	$820K	Sell	5,038 -145	-3%	-$26K	0.37%	61
2025 Q1	$951K	Buy	5,183 +26	+0.5%	+$4.72K	0.53%	46
2024 Q4	$1.14M	Buy	+5,157	New	+$1.23M	0.7%	33

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

Fortress Private Ledger's STZ Position: Q1 2026 in Review

Fortress Private Ledger reduced its Constellation Brands (STZ) stake by 18% in Q1 2026, selling an estimated $134K and leaving 4,064 shares worth $610K. The position accounts for 0.19% of the portfolio, ranked #111.

Fortress Private Ledger first reported a position in STZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Fortress Private Ledger held 4,064 shares of Constellation Brands worth $610K as of Q1 2026.
Fortress Private Ledger sold 865 Constellation Brands shares in Q1 2026, an estimated $134K.
Constellation Brands made up 0.19% of Fortress Private Ledger's portfolio in Q1 2026, its #111 holding.
Fortress Private Ledger first reported a position in Constellation Brands in Q4 2024 and has held it in 6 quarters since.
Fortress Private Ledger's Constellation Brands position peaked at $1.14M in Q4 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.