Key Financial Inc’s Constellation Brands STZ Stock Holding History

Key Financial Inc’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	$64.8K	Hold	432	–	–	0.01%	483
2025 Q4	$59.6K	Hold	432	–	–	0.01%	482
2025 Q3	$60K	Sell	432 -411	-49%	-$65.4K	0.01%	482
2025 Q2	$137K	Sell	843 -3	-0.4%	-$538	0.03%	334
2025 Q1	$155K	Buy	846 +3	+0.4%	+$545	0.03%	298
2024 Q4	$186K	Hold	843	–	–	0.04%	263
2024 Q3	$217K	Buy	843 +3	+0.4%	+$744	0.05%	239
2024 Q2	$216K	Buy	840 +415	+98%	+$107K	0.05%	233
2024 Q1	$115K	Hold	425	–	–	0.03%	295
2023 Q4	$103K	Hold	425	–	–	0.03%	306
2023 Q3	$107K	Hold	425	–	–	0.04%	271
2023 Q2	$105K	Hold	425	–	–	0.03%	283
2023 Q1	$96K	Hold	425	–	–	0.04%	289
2022 Q4	$97.6K	Hold	425	–	–	0.05%	243
2022 Q3	$98K	Hold	425	–	–	0.05%	246
2022 Q2	$100K	Hold	425	–	–	0.05%	239
2022 Q1	$98K	Hold	425	–	–	0.05%	254
2021 Q4	$107K	Hold	425	–	–	0.05%	219
2021 Q3	$90K	Hold	425	–	–	0.05%	236
2021 Q2	$95K	Hold	425	–	–	0.05%	235
2021 Q1	$97K	Hold	425	–	–	0.06%	197
2020 Q4	$93K	Buy	+425	New	+$83.6K	0.07%	188
2020 Q2	–	Sell	-425	Closed	-$62K	–	556
2020 Q1	$62K	Buy	+425	New	+$75K	0.06%	198

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

Key Financial Inc's STZ Position: Q1 2026 in Review

Key Financial Inc held its Constellation Brands (STZ) position steady in Q1 2026 at 432 shares worth $64.8K. The position accounts for 0.01% of the portfolio, ranked #483.

Key Financial Inc first reported a position in STZ in Q1 2020 and has held it in 23 quarters since. The position peaked at $217K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Key Financial Inc held 432 shares of Constellation Brands worth $64.8K as of Q1 2026.
Key Financial Inc left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #483 holding.
Key Financial Inc first reported a position in Constellation Brands in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Constellation Brands position peaked at $217K in Q3 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.