HighTower Advisors’s Constellation Brands STZ Stock Holding History

HighTower Advisors’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
2020 Q4	–	Sell	-1,000	Closed	-$12K	–	2798
2020 Q3	$12K	Buy	+1,000	New	+$182K	﹤0.01%	2413
2019 Q1	–	Sell	-300	Closed	-$3K	–	2425
2018 Q4	$3K	Hold	300	–	–	﹤0.01%	2165
2018 Q3	$3K	Hold	300	–	–	﹤0.01%	2239
2018 Q2	$5K	Hold	300	–	–	﹤0.01%	2177
2018 Q1	$9K	Sell	300 -9,000	-97%	-$1.98M	﹤0.01%	2092
2017 Q4	$146K	Buy	+9,300	New	+$2.01M	﹤0.01%	1977

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

HighTower Advisors's STZ Position: Q1 2026 in Review

HighTower Advisors increased its Constellation Brands (STZ) stake by 90% in Q1 2026, buying an estimated $18M and bringing the position to 247,090 shares worth $37.1M. The position accounts for 0.04% of the portfolio, ranked #437.

HighTower Advisors first reported a position in STZ in Q3 2013 and has held it in 50 quarters since. The position peaked at $63.2M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

HighTower Advisors held 247,090 shares of Constellation Brands worth $37.1M as of Q1 2026.
HighTower Advisors bought 116,809 Constellation Brands shares in Q1 2026, an estimated $18M.
Constellation Brands made up 0.04% of HighTower Advisors's portfolio in Q1 2026, its #437 holding.
HighTower Advisors first reported a position in Constellation Brands in Q3 2013 and has held it in 50 quarters since.
HighTower Advisors's Constellation Brands position peaked at $63.2M in Q1 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.