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Kingsview Wealth Management’s Constellation Brands STZ Stock Holding History

Kingsview 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 		$450K Sell
2,997
-322
-10% -$49.7K 0.01% 938
2025
Q4 		$458K Sell
3,319
-17,479
-84% -$2.4M 0.01% 871
2025
Q3 		$2.8M Buy
20,798
+16,385
+371% +$2.61M 0.04% 393
2025
Q2 		$718K Sell
4,413
-240
-5% -$43K 0.01% 664
2025
Q1 		$854K Sell
4,653
-829
-15% -$151K 0.02% 588
2024
Q4 		$1.21M Buy
5,482
+144
+3% +$34.2K 0.02% 503
2024
Q3 		$1.38M Sell
5,338
-243
-4% -$60.2K 0.03% 459
2024
Q2 		$1.44M Sell
5,581
-717
-11% -$184K 0.03% 425
2024
Q1 		$1.71M Sell
6,298
-99
-2% -$25.1K 0.04% 373
2023
Q4 		$1.55M Sell
6,397
-689
-10% -$164K 0.05% 340
2023
Q3 		$1.78M Sell
7,086
-45
-0.6% -$11.7K 0.06% 304
2023
Q2 		$1.76M Sell
7,131
-49
-0.7% -$11.5K 0.07% 267
2023
Q1 		$1.62M Sell
7,180
-937
-12% -$209K 0.07% 276
2022
Q4 		$1.88M Sell
8,117
-13
-0.2% -$3.11K 0.08% 242
2022
Q3 		$1.87M Buy
8,130
+247
+3% +$60.2K 0.09% 239
2022
Q2 		$1.84M Sell
7,883
-746
-9% -$182K 0.09% 231
2022
Q1 		$1.99M Sell
8,629
-1,248
-13% -$288K 0.09% 243
2021
Q4 		$2.48M Buy
9,877
+418
+4% +$95.3K 0.1% 201
2021
Q3 		$1.99M Sell
9,459
-46
-0.5% -$10K 0.09% 223
2021
Q2 		$2.21M Buy
9,505
+2,840
+43% +$667K 0.11% 204
2021
Q1 		$1.53M Buy
6,665
+2,936
+79% +$662K 0.09% 241
2020
Q4 		$817K Buy
3,729
+2,420
+185% +$476K 0.06% 320
2020
Q3 		$248K Buy
1,309
+9
+0.7% +$1.64K 0.02% 521
2020
Q2 		$227K Buy
+1,300
New +$217K 0.02% 498
2018
Q1 		– Sell
-979
Closed -$224K – 424
2017
Q4 		$224K Buy
+979
New +$212K 0.08% 283

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

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

Kingsview Wealth Management reduced its Constellation Brands (STZ) stake by 9.7% in Q1 2026, selling an estimated $49.7K and leaving 2,997 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #938.

Kingsview Wealth Management first reported a position in STZ in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.8M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Kingsview Wealth Management held 2,997 shares of Constellation Brands worth $450K as of Q1 2026.
  • Kingsview Wealth Management sold 322 Constellation Brands shares in Q1 2026, an estimated $49.7K.
  • Constellation Brands made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #938 holding.
  • Kingsview Wealth Management first reported a position in Constellation Brands in Q4 2017 and has held it in 25 quarters since.
  • Kingsview Wealth Management's Constellation Brands position peaked at $2.8M in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.