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Larson Financial Group’s Constellation Brands STZ Stock Holding History

Larson Financial Group’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 		$628K Buy
4,189
+579
+16% +$89.5K 0.02% 413
2025
Q4 		$498K Buy
3,610
+93
+3% +$12.8K 0.02% 461
2025
Q3 		$474K Sell
3,517
-98
-3% -$15.6K 0.02% 478
2025
Q2 		$588K Buy
3,615
+207
+6% +$37.1K 0.02% 388
2025
Q1 		$625K Buy
3,408
+3,337
+4,700% +$606K 0.03% 340
2024
Q4 		$15.6K Sell
71
-19
-21% -$4.51K ﹤0.01% 1313
2024
Q3 		$23.1K Buy
90
+11
+14% +$2.73K ﹤0.01% 1147
2024
Q2 		$20.2K Buy
79
+20
+34% +$5.14K ﹤0.01% 1049
2024
Q1 		$15.9K Hold
59
– – ﹤0.01% 939
2023
Q4 		$14.2K Buy
59
+4
+7% +$951 ﹤0.01% 933
2023
Q3 		$13.7K Hold
55
– – ﹤0.01% 918
2023
Q2 		$13.4K Buy
55
+4
+8% +$936 ﹤0.01% 846
2023
Q1 		$11.4K Sell
51
-35
-41% -$7.79K ﹤0.01% 889
2022
Q4 		$19.8K Buy
86
+78
+975% +$18.7K ﹤0.01% 691
2022
Q3 		$2K Hold
8
– – ﹤0.01% 1148
2022
Q2 		$2K Hold
8
– – ﹤0.01% 1064
2022
Q1 		$2K Hold
8
– – ﹤0.01% 940
2021
Q4 		$2K Hold
8
– – ﹤0.01% 974
2021
Q3 		$2K Hold
8
– – ﹤0.01% 799
2021
Q2 		$2K Hold
8
– – ﹤0.01% 738
2021
Q1 		$2K Sell
8
-31
-79% -$6.99K ﹤0.01% 728
2020
Q4 		$9K Hold
39
– – ﹤0.01% 512
2020
Q3 		$7K Sell
39
-15
-28% -$2.74K ﹤0.01% 490
2020
Q2 		$9K Buy
54
+2
+4% +$333 ﹤0.01% 419
2020
Q1 		$7K Buy
+52
New +$9.18K ﹤0.01% 336

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

Larson Financial Group's STZ Position: Q1 2026 in Review

Larson Financial Group increased its Constellation Brands (STZ) stake by 16% in Q1 2026, buying an estimated $89.5K and bringing the position to 4,189 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #413.

Larson Financial Group first reported a position in STZ in Q1 2020 and has held it in 25 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Larson Financial Group held 4,189 shares of Constellation Brands worth $628K as of Q1 2026.
  • Larson Financial Group bought 579 Constellation Brands shares in Q1 2026, an estimated $89.5K.
  • Constellation Brands made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #413 holding.
  • Larson Financial Group first reported a position in Constellation Brands in Q1 2020 and has held it in 25 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.