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Kestra Private Wealth Services’s Constellation Brands STZ Stock Holding History

Kestra Private Wealth Services’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 		$1.97M Buy
13,133
+1,391
+12% +$215K 0.02% 561
2025
Q4 		$1.62M Sell
11,742
-6,612
-36% -$907K 0.02% 616
2025
Q3 		$2.47M Sell
18,354
-1,978
-10% -$315K 0.03% 470
2025
Q2 		$3.31M Buy
20,332
+1,347
+7% +$242K 0.05% 371
2025
Q1 		$3.48M Buy
18,985
+661
+4% +$120K 0.06% 330
2024
Q4 		$4.05M Sell
18,324
-900
-5% -$214K 0.07% 285
2024
Q3 		$4.95M Buy
19,224
+147
+0.8% +$36.4K 0.09% 232
2024
Q2 		$4.91M Buy
19,077
+155
+0.8% +$39.9K 0.1% 222
2024
Q1 		$5.14M Buy
18,922
+488
+3% +$123K 0.12% 198
2023
Q4 		$4.46M Buy
18,434
+1,216
+7% +$289K 0.11% 204
2023
Q3 		$4.33M Buy
17,218
+2,526
+17% +$659K 0.14% 178
2023
Q2 		$3.62M Buy
14,692
+2,531
+21% +$592K 0.12% 179
2023
Q1 		$2.75M Buy
12,161
+574
+5% +$128K 0.11% 205
2022
Q4 		$2.69M Buy
11,587
+6,211
+116% +$1.49M 0.14% 170
2022
Q3 		$1.24M Sell
5,376
-2,981
-36% -$727K 0.07% 294
2022
Q2 		$1.95M Sell
8,357
-464
-5% -$113K 0.11% 223
2022
Q1 		$2.03M Sell
8,821
-415
-4% -$95.8K 0.1% 215
2021
Q4 		$2.32M Buy
9,236
+268
+3% +$61.1K 0.11% 193
2021
Q3 		$1.89M Buy
8,968
+3,343
+59% +$730K 0.11% 209
2021
Q2 		$1.32M Sell
5,625
-33
-0.6% -$7.75K 0.08% 271
2021
Q1 		$1.29M Sell
5,658
-1,131
-17% -$255K 0.09% 242
2020
Q4 		$1.48M Buy
6,789
+181
+3% +$35.6K 0.11% 200
2020
Q3 		$1.25M Buy
+6,608
New +$1.21M 0.11% 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

Kestra Private Wealth Services's STZ Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Constellation Brands (STZ) stake by 12% in Q1 2026, buying an estimated $215K and bringing the position to 13,133 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #561.

Kestra Private Wealth Services first reported a position in STZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.14M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Kestra Private Wealth Services held 13,133 shares of Constellation Brands worth $1.97M as of Q1 2026.
  • Kestra Private Wealth Services bought 1,391 Constellation Brands shares in Q1 2026, an estimated $215K.
  • Constellation Brands made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #561 holding.
  • Kestra Private Wealth Services first reported a position in Constellation Brands in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Constellation Brands position peaked at $5.14M in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.