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Kohmann Bosshard Financial Services’s Constellation Brands STZ Stock Holding History

Kohmann Bosshard Financial 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 		– Sell
-30
Closed -$4.14K – 556
2025
Q4 		$4.14K Buy
+30
New +$4.12K ﹤0.01% 932
2025
Q1 		– Sell
-50
Closed -$11.1K – 713
2024
Q4 		$11.1K Buy
+50
New +$11.9K ﹤0.01% 496

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kohmann Bosshard Financial Services's STZ Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 30 shares — an estimated $4.14K sold.

Kohmann Bosshard Financial Services first reported a position in STZ in Q4 2024 and held it in 2 quarters. The position peaked at $11.1K in Q4 2024. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 30 Constellation Brands shares in Q1 2026, an estimated $4.14K.
  • Kohmann Bosshard Financial Services first reported a position in Constellation Brands in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Constellation Brands position peaked at $11.1K in Q4 2024.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.