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Gibbs Wealth Management’s Constellation Brands STZ Stock Holding History

Gibbs 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 		$2.37M Buy
15,793
+10,230
+184% +$1.58M 0.31% 55
2025
Q4 		$818K Sell
5,563
-479
-8% -$65.7K 0.2% 124
2025
Q3 		$814K Buy
+6,042
New +$961K 0.18% 135

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Gibbs Wealth Management increased its Constellation Brands (STZ) stake by 184% in Q1 2026, buying an estimated $1.58M and bringing the position to 15,793 shares worth $2.37M. The position accounts for 0.31% of the portfolio, ranked #55.

Gibbs Wealth Management first reported a position in STZ in Q3 2025 and has held it in 3 quarters since. 1,048 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Gibbs Wealth Management held 15,793 shares of Constellation Brands worth $2.37M as of Q1 2026.
  • Gibbs Wealth Management bought 10,230 Constellation Brands shares in Q1 2026, an estimated $1.58M.
  • Constellation Brands made up 0.31% of Gibbs Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Gibbs Wealth Management first reported a position in Constellation Brands in Q3 2025 and has held it in 3 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

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