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Kerr Financial Planning’s Constellation Brands STZ Stock Holding History

Kerr Financial Planning’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 		– Sell
-10
Closed -$1.65K – 535
2025
Q4 		$1.65K Sell
10
-1
-9% -$137 ﹤0.01% 455
2025
Q3 		$1.46K Buy
+11
New +$1.75K ﹤0.01% 501

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Kerr Financial Planning's STZ Position: Q1 2026 in Review

Kerr Financial Planning sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 10 shares — an estimated $1.65K sold.

Kerr Financial Planning first reported a position in STZ in Q3 2025 and held it in 2 quarters. The position peaked at $1.65K in Q4 2025. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Kerr Financial Planning reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Kerr Financial Planning sold 10 Constellation Brands shares in Q1 2026, an estimated $1.65K.
  • Kerr Financial Planning first reported a position in Constellation Brands in Q3 2025 and held it in 2 quarters.
  • Kerr Financial Planning's Constellation Brands position peaked at $1.65K in Q4 2025.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.