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High Note Wealth’s Constellation Brands STZ Stock Holding History

High Note 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 		$12.4K Buy
83
+12
+17% +$1.85K ﹤0.01% 334
2025
Q4 		$9.79K Buy
71
+4
+6% +$549 ﹤0.01% 342
2025
Q3 		$9.02K Sell
67
-11
-14% -$1.75K ﹤0.01% 332
2025
Q2 		$12.7K Buy
78
+24
+44% +$4.3K ﹤0.01% 280
2025
Q1 		$9.91K Sell
54
-17
-24% -$3.09K ﹤0.01% 295
2024
Q4 		$15.7K Buy
+71
New +$16.9K ﹤0.01% 253

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

High Note Wealth's STZ Position: Q1 2026 in Review

High Note Wealth increased its Constellation Brands (STZ) stake by 17% in Q1 2026, buying an estimated $1.85K and bringing the position to 83 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

High Note Wealth first reported a position in STZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.7K in Q4 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • High Note Wealth held 83 shares of Constellation Brands worth $12.4K as of Q1 2026.
  • High Note Wealth bought 12 Constellation Brands shares in Q1 2026, an estimated $1.85K.
  • Constellation Brands made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #334 holding.
  • High Note Wealth first reported a position in Constellation Brands in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Constellation Brands position peaked at $15.7K in Q4 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.