Lee Financial’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $240K | Hold |
1,600
| – | – | 0.03% | 137 |
|
|
2025
Q4 | $221K | Hold |
1,600
| – | – | 0.03% | 135 |
|
|
2025
Q3 | $215K | Hold |
1,600
| – | – | 0.03% | 169 |
|
|
2025
Q2 | $260K | Hold |
1,600
| – | – | 0.04% | 126 |
|
|
2025
Q1 | $294K | Sell |
1,600
-24
| -1% | -$4.36K | 0.04% | 118 |
|
|
2024
Q4 | $359K | Hold |
1,624
| – | – | 0.05% | 133 |
|
|
2024
Q3 | $418K | Buy |
1,624
+18
| +1% | +$4.46K | 0.06% | 124 |
|
|
2024
Q2 | $413K | Hold |
1,606
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $436K | Buy |
1,606
+6
| +0.4% | +$1.52K | 0.07% | 104 |
|
|
2023
Q4 | $387K | Hold |
1,600
| – | – | 0.07% | 105 |
|
|
2023
Q3 | $402K | Hold |
1,600
| – | – | 0.07% | 100 |
|
|
2023
Q2 | $394K | Sell |
1,600
-40
| -2% | -$9.36K | 0.07% | 94 |
|
|
2023
Q1 | $370K | Buy |
1,640
+39
| +2% | +$8.68K | 0.06% | 98 |
|
|
2022
Q4 | $371K | Hold |
1,601
| – | – | 0.06% | 113 |
|
|
2022
Q3 | $368K | Sell |
1,601
-1
| -0.1% | -$244 | 0.07% | 107 |
|
|
2022
Q2 | $373K | Buy |
1,602
+2
| +0.1% | +$487 | 0.07% | 106 |
|
|
2022
Q1 | $369K | Hold |
1,600
| – | – | 0.07% | 111 |
|
|
2021
Q4 | $402K | Hold |
1,600
| – | – | 0.08% | 110 |
|
|
2021
Q3 | $337K | Hold |
1,600
| – | – | 0.07% | 108 |
|
|
2021
Q2 | $374K | Hold |
1,600
| – | – | 0.08% | 108 |
|
|
2021
Q1 | $365K | Hold |
1,600
| – | – | 0.09% | 103 |
|
|
2020
Q4 | $350K | Hold |
1,600
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $303K | Hold |
1,600
| – | – | 0.08% | 101 |
|
|
2020
Q2 | $280K | Hold |
1,600
| – | – | 0.08% | 100 |
|
|
2020
Q1 | $229K | Hold |
1,600
| – | – | 0.08% | 100 |
|
|
2019
Q4 | $304K | Hold |
1,600
| – | – | 0.07% | 107 |
|
|
2019
Q3 | $332K | Hold |
1,600
| – | – | 0.07% | 102 |
|
|
2019
Q2 | $315K | Hold |
1,600
| – | – | 0.07% | 106 |
|
|
2019
Q1 | $281K | Hold |
1,600
| – | – | 0.07% | 108 |
|
|
2018
Q4 | $257K | Hold |
1,600
| – | – | 0.07% | 105 |
|
|
2018
Q3 | $345K | Sell |
1,600
-11
| -0.7% | -$2.34K | 0.08% | 95 |
|
|
2018
Q2 | $352K | Buy |
1,611
+11
| +0.7% | +$2.48K | 0.08% | 106 |
|
|
2018
Q1 | $365K | Hold |
1,600
| – | – | 0.09% | 106 |
|
|
2017
Q4 | $366K | Hold |
1,600
| – | – | 0.11% | 90 |
|
|
2017
Q3 | $319K | Hold |
1,600
| – | – | 0.1% | 91 |
|
|
2017
Q2 | $310K | Hold |
1,600
| – | – | 0.11% | 95 |
|
|
2017
Q1 | $259K | Hold |
1,600
| – | – | 0.1% | 99 |
|
|
2016
Q4 | $245K | Buy |
+1,600
| New | +$254K | 0.14% | 94 |
|
Other funds holding STZ
VCM
VPM
Lee Financial's STZ Position: Q1 2026 in Review
Lee Financial held its Constellation Brands (STZ) position steady in Q1 2026 at 1,600 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #137.
Lee Financial first reported a position in STZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $436K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Lee Financial held 1,600 shares of Constellation Brands worth $240K as of Q1 2026.
- Lee Financial left its Constellation Brands share count unchanged in Q1 2026.
- Constellation Brands made up 0.03% of Lee Financial's portfolio in Q1 2026, its #137 holding.
- Lee Financial first reported a position in Constellation Brands in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Constellation Brands position peaked at $436K in Q1 2024.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.