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Legacy Bridge’s Constellation Brands STZ Stock Holding History

Legacy Bridge’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 		$258K Sell
1,720
-45
-3% -$6.95K 0.1% 137
2025
Q4 		$244K Buy
1,765
+34
+2% +$4.67K 0.1% 133
2025
Q3 		$233K Sell
1,731
-30
-2% -$4.77K 0.1% 132
2025
Q2 		$286K Hold
1,761
– – 0.14% 124
2025
Q1 		$323K Sell
1,761
-116
-6% -$21.1K 0.18% 119
2024
Q4 		$415K Hold
1,877
– – 0.22% 116
2024
Q3 		$484K Hold
1,877
– – 0.26% 108
2024
Q2 		$483K Buy
1,877
+11
+0.6% +$2.83K 0.28% 101
2024
Q1 		$507K Sell
1,866
-100
-5% -$25.3K 0.3% 97
2023
Q4 		$475K Hold
1,966
– – 0.31% 99
2023
Q3 		$494K Buy
1,966
+100
+5% +$26.1K 0.35% 98
2023
Q2 		$459K Sell
1,866
-280
-13% -$65.5K 0.31% 105
2023
Q1 		$485K Hold
2,146
– – 0.34% 103
2022
Q4 		$497K Buy
2,146
+41
+2% +$9.81K 0.35% 102
2022
Q3 		$483K Hold
2,105
– – 0.39% 94
2022
Q2 		$491K Hold
2,105
– – 0.36% 103
2022
Q1 		$485K Hold
2,105
– – 0.28% 113
2021
Q4 		$528K Sell
2,105
-60
-3% -$13.7K 0.28% 117
2021
Q3 		$456K Sell
2,165
-25
-1% -$5.46K 0.26% 117
2021
Q2 		$512K Hold
2,190
– – 0.29% 112
2021
Q1 		$499K Sell
2,190
-20
-0.9% -$4.51K 0.32% 104
2020
Q4 		$484K Hold
2,210
– – 0.35% 95
2020
Q3 		$419K Hold
2,210
– – 0.38% 93
2020
Q2 		$387K Hold
2,210
– – 0.43% 85
2020
Q1 		$317K Buy
2,210
+210
+11% +$37.1K 0.4% 92
2019
Q4 		$380K Sell
2,000
-80
-4% -$15.1K 0.32% 105
2019
Q3 		$431K Hold
2,080
– – 0.41% 92
2019
Q2 		$410K Hold
2,080
– – 0.4% 91
2019
Q1 		$365K Hold
2,080
– – 0.38% 95
2018
Q4 		$335K Buy
+2,080
New +$413K 0.41% 87

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

Legacy Bridge's STZ Position: Q1 2026 in Review

Legacy Bridge reduced its Constellation Brands (STZ) stake by 2.5% in Q1 2026, selling an estimated $6.95K and leaving 1,720 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #137.

Legacy Bridge first reported a position in STZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $528K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Legacy Bridge held 1,720 shares of Constellation Brands worth $258K as of Q1 2026.
  • Legacy Bridge sold 45 Constellation Brands shares in Q1 2026, an estimated $6.95K.
  • Constellation Brands made up 0.1% of Legacy Bridge's portfolio in Q1 2026, its #137 holding.
  • Legacy Bridge first reported a position in Constellation Brands in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Constellation Brands position peaked at $528K in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.