Laurel Wealth Advisors (North Carolina)’s Constellation Brands STZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-175	Closed	-$24.1K	–	586
2025 Q4	$24.1K	Buy	+175	New	+$24K	﹤0.01%	413
2025 Q2	–	Sell	-175	Closed	-$32.1K	–	605
2025 Q1	$32.1K	Buy	+175	New	+$31.8K	0.01%	360
2021 Q3	–	Sell	-3	Closed	-$1K	–	736
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	729
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	653
2020 Q4	$1K	Buy	3 +1	+50%	+$197	﹤0.01%	580
2020 Q3	$0	Buy	+2	New	+$365	﹤0.01%	554
2020 Q1	–	Sell	-5	Closed	-$1K	–	557
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	517
2019 Q3	$1K	Buy	+5	New	+$1K	﹤0.01%	503

Other funds holding STZ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s STZ Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 175 shares — an estimated $24.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in STZ in Q3 2019 and held it in 8 quarters. The position peaked at $32.1K in Q1 2025. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 175 Constellation Brands shares in Q1 2026, an estimated $24.1K.
Laurel Wealth Advisors (North Carolina) first reported a position in Constellation Brands in Q3 2019 and held it in 8 quarters.
Laurel Wealth Advisors (North Carolina)'s Constellation Brands position peaked at $32.1K in Q1 2025.
1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.