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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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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. 1,049 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.
  • 1,049 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.