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Howe & Rusling’s Constellation Brands STZ Stock Holding History

Howe & Rusling’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
2025
Q4 		– Hold
0
– -$53.9K – 501
2025
Q3 		– Hold
0
– – – 349
2021
Q3 		– Sell
-1,000
Closed -$234K – 1031
2021
Q2 		$234K Buy
+1,000
New +$235K 0.03% 169

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

Howe & Rusling's STZ Position: Q1 2026 in Review

Howe & Rusling reduced its Constellation Brands (STZ) stake by 17% in Q1 2026, selling an estimated $148K and leaving 4,764 shares worth $715K. The position accounts for 0.05% of the portfolio, ranked #153.

Howe & Rusling first reported a position in STZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.6M in Q1 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Howe & Rusling held 4,764 shares of Constellation Brands worth $715K as of Q1 2026.
  • Howe & Rusling sold 961 Constellation Brands shares in Q1 2026, an estimated $148K.
  • Constellation Brands made up 0.05% of Howe & Rusling's portfolio in Q1 2026, its #153 holding.
  • Howe & Rusling first reported a position in Constellation Brands in Q2 2013 and has held it in 52 quarters since.
  • Howe & Rusling's Constellation Brands position peaked at $17.6M in Q1 2024.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.