Invera Wealth Advisors’s Constellation Brands STZ Stock Holding History

Invera Wealth 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
2026 Q1	$678K	Buy	4,517 +12	+0.3%	+$1.85K	0.43%	62
2025 Q4	$622K	Buy	4,505 +949	+27%	+$130K	0.39%	63
2025 Q3	$479K	Buy	+3,556	New	+$566K	0.3%	71

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

Invera Wealth Advisors's STZ Position: Q1 2026 in Review

Invera Wealth Advisors increased its Constellation Brands (STZ) stake by 0.27% in Q1 2026, buying an estimated $1.85K and bringing the position to 4,517 shares worth $678K. The position accounts for 0.43% of the portfolio, ranked #62.

Invera Wealth Advisors first reported a position in STZ in Q3 2025 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Invera Wealth Advisors held 4,517 shares of Constellation Brands worth $678K as of Q1 2026.
Invera Wealth Advisors bought 12 Constellation Brands shares in Q1 2026, an estimated $1.85K.
Constellation Brands made up 0.43% of Invera Wealth Advisors's portfolio in Q1 2026, its #62 holding.
Invera Wealth Advisors first reported a position in Constellation Brands in Q3 2025 and has held it in 3 quarters since.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.