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Keebeck Wealth Management’s Constellation Brands STZ Stock Holding History

Keebeck Wealth Management’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 		$224K Sell
1,495
-265
-15% -$40.9K 0.03% 387
2025
Q4 		$243K Hold
1,760
– – 0.03% 331
2025
Q3 		$237K Sell
1,760
-100
-5% -$15.9K 0.03% 330
2025
Q2 		$303K Hold
1,860
– – 0.04% 281
2025
Q1 		$341K Sell
1,860
-3
-0.2% -$545 0.05% 202
2024
Q4 		$412K Hold
1,863
– – 0.06% 184
2024
Q3 		$480K Buy
1,863
+20
+1% +$4.96K 0.07% 176
2024
Q2 		$474K Hold
1,843
– – 0.07% 179
2024
Q1 		$501K Sell
1,843
-57
-3% -$14.4K 0.07% 187
2023
Q4 		$459K Hold
1,900
– – 0.08% 187
2023
Q3 		$478K Sell
1,900
-92
-5% -$24K 0.08% 180
2023
Q2 		$490K Hold
1,992
– – 0.07% 183
2023
Q1 		$450K Hold
1,992
– – 0.07% 171
2022
Q4 		$462K Sell
1,992
-48
-2% -$11.5K 0.08% 162
2022
Q3 		$469K Hold
2,040
– – 0.09% 156
2022
Q2 		$475K Sell
2,040
-20
-1% -$4.87K 0.09% 163
2022
Q1 		$474K Hold
2,060
– – 0.08% 163
2021
Q4 		$517K Hold
2,060
– – 0.09% 147
2021
Q3 		$434K Sell
2,060
-21
-1% -$4.58K 0.09% 148
2021
Q2 		$487K Hold
2,081
– – 0.07% 164
2021
Q1 		$474K Buy
2,081
+21
+1% +$4.73K 0.07% 169
2020
Q4 		$451K Hold
2,060
– – 0.08% 157
2020
Q3 		$390K Hold
2,060
– – 0.08% 145
2020
Q2 		$360K Buy
2,060
+200
+11% +$33.3K 0.11% 130
2020
Q1 		$266K Buy
1,860
+1,500
+417% +$265K 0.11% 127
2019
Q4 		$68K Buy
+360
New +$68K 0.02% 202

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

Keebeck Wealth Management's STZ Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Constellation Brands (STZ) stake by 15% in Q1 2026, selling an estimated $40.9K and leaving 1,495 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #387.

Keebeck Wealth Management first reported a position in STZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $517K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Keebeck Wealth Management held 1,495 shares of Constellation Brands worth $224K as of Q1 2026.
  • Keebeck Wealth Management sold 265 Constellation Brands shares in Q1 2026, an estimated $40.9K.
  • Constellation Brands made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #387 holding.
  • Keebeck Wealth Management first reported a position in Constellation Brands in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Constellation Brands position peaked at $517K in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.