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Knollwood Investment Advisory’s Constellation Brands STZ Stock Holding History

Knollwood Investment Advisory’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 		$789K Hold
5,259
– – 0.08% 192
2025
Q4 		$726K Hold
5,259
– – 0.07% 207
2025
Q3 		$708K Hold
5,259
– – 0.06% 228
2025
Q2 		$856K Hold
5,259
– – 0.08% 205
2025
Q1 		$965K Hold
5,259
– – 0.11% 186
2024
Q4 		$1.16M Hold
5,259
– – 0.12% 172
2024
Q3 		$1.36M Hold
5,259
– – 0.15% 162
2024
Q2 		$1.35M Buy
5,259
+3,101
+144% +$798K 0.15% 155
2024
Q1 		$586K Hold
2,158
– – 0.11% 136
2023
Q4 		$522K Buy
+2,158
New +$513K 0.11% 140

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

Knollwood Investment Advisory's STZ Position: Q1 2026 in Review

Knollwood Investment Advisory held its Constellation Brands (STZ) position steady in Q1 2026 at 5,259 shares worth $789K. The position accounts for 0.08% of the portfolio, ranked #192.

Knollwood Investment Advisory first reported a position in STZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Knollwood Investment Advisory held 5,259 shares of Constellation Brands worth $789K as of Q1 2026.
  • Knollwood Investment Advisory left its Constellation Brands share count unchanged in Q1 2026.
  • Constellation Brands made up 0.08% of Knollwood Investment Advisory's portfolio in Q1 2026, its #192 holding.
  • Knollwood Investment Advisory first reported a position in Constellation Brands in Q4 2023 and has held it in 10 quarters since.
  • Knollwood Investment Advisory's Constellation Brands position peaked at $1.36M in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.