IAG Wealth Partners’s Constellation Brands STZ Stock Holding History

IAG Wealth Partners’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	$3.75K	Hold	25	–	–	﹤0.01%	438
2025 Q4	$3.45K	Hold	25	–	–	﹤0.01%	425
2025 Q3	$3.37K	Hold	25	–	–	﹤0.01%	446
2025 Q2	$4.07K	Hold	25	–	–	﹤0.01%	417
2025 Q1	$4.59K	Hold	25	–	–	﹤0.01%	410
2024 Q4	$5.53K	Hold	25	–	–	﹤0.01%	415
2024 Q3	$6.44K	Hold	25	–	–	﹤0.01%	388
2024 Q2	$6.43K	Hold	25	–	–	﹤0.01%	377
2024 Q1	$6.79K	Hold	25	–	–	﹤0.01%	356
2023 Q4	$6.04K	Hold	25	–	–	﹤0.01%	354
2023 Q3	$6.28K	Hold	25	–	–	﹤0.01%	349
2023 Q2	$6.15K	Hold	25	–	–	﹤0.01%	365
2023 Q1	$5.65K	Hold	25	–	–	﹤0.01%	375
2022 Q4	$5.79K	Hold	25	–	–	﹤0.01%	345
2022 Q3	$6K	Hold	25	–	–	﹤0.01%	333
2022 Q2	$6K	Hold	25	–	–	﹤0.01%	323
2022 Q1	$6K	Sell	25 -25	-50%	-$5.77K	﹤0.01%	347
2021 Q4	$13K	Hold	50	–	–	﹤0.01%	275
2021 Q3	$11K	Hold	50	–	–	﹤0.01%	262
2021 Q2	$12K	Hold	50	–	–	﹤0.01%	244
2021 Q1	$12K	Hold	50	–	–	﹤0.01%	244
2020 Q4	$11K	Hold	50	–	–	﹤0.01%	235
2020 Q3	$10K	Hold	50	–	–	﹤0.01%	225
2020 Q2	$9K	Hold	50	–	–	﹤0.01%	239
2020 Q1	$8K	Hold	50	–	–	0.01%	237
2019 Q4	$10K	Buy	+50	New	+$9.44K	0.01%	259

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

IAG Wealth Partners's STZ Position: Q1 2026 in Review

IAG Wealth Partners held its Constellation Brands (STZ) position steady in Q1 2026 at 25 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

IAG Wealth Partners first reported a position in STZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $13K in Q4 2021. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

IAG Wealth Partners held 25 shares of Constellation Brands worth $3.75K as of Q1 2026.
IAG Wealth Partners left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #438 holding.
IAG Wealth Partners first reported a position in Constellation Brands in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Constellation Brands position peaked at $13K in Q4 2021.
1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.