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Legacy Financial Advisors’s Constellation Brands STZ Stock Holding History

Legacy Financial Advisors’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 		$438K Buy
2,917
+159
+6% +$24.6K 0.06% 252
2025
Q4 		$381K Buy
2,758
+809
+42% +$111K 0.05% 273
2025
Q3 		$262K Buy
1,949
+315
+19% +$50.1K 0.04% 355
2025
Q2 		$266K Buy
+1,634
New +$293K 0.04% 292
2019
Q2 		– Sell
-202
Closed -$35K – 792
2019
Q1 		$35K Buy
202
+178
+742% +$30K 0.01% 340
2018
Q4 		$4K Buy
+24
New +$4.77K ﹤0.01% 783

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 Financial Advisors's STZ Position: Q1 2026 in Review

Legacy Financial Advisors increased its Constellation Brands (STZ) stake by 5.8% in Q1 2026, buying an estimated $24.6K and bringing the position to 2,917 shares worth $438K. The position accounts for 0.06% of the portfolio, ranked #252.

Legacy Financial Advisors first reported a position in STZ in Q4 2018 and has held it in 6 quarters since. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Legacy Financial Advisors held 2,917 shares of Constellation Brands worth $438K as of Q1 2026.
  • Legacy Financial Advisors bought 159 Constellation Brands shares in Q1 2026, an estimated $24.6K.
  • Constellation Brands made up 0.06% of Legacy Financial Advisors's portfolio in Q1 2026, its #252 holding.
  • Legacy Financial Advisors first reported a position in Constellation Brands in Q4 2018 and has held it in 6 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.