Lido Advisors
STZ icon

Lido Advisors’s Constellation Brands STZ Stock Holding History

Lido 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 		$2.85M Sell
18,969
-215
-1% -$33.2K 0.01% 605
2025
Q4 		$2.6M Buy
19,184
+18
+0.1% +$2.47K 0.01% 641
2025
Q3 		$2.58M Sell
19,166
-778
-4% -$124K 0.01% 616
2025
Q2 		$3.24M Sell
19,944
-26,707
-57% -$4.79M 0.01% 472
2025
Q1 		$8.56M Sell
46,651
-62,382
-57% -$11.3M 0.04% 254
2024
Q4 		$24.1M Buy
109,033
+31,874
+41% +$7.57M 0.11% 114
2024
Q3 		$19.9M Buy
77,159
+241
+0.3% +$59.7K 0.1% 104
2024
Q2 		$19.8M Buy
76,918
+8,191
+12% +$2.11M 0.11% 97
2024
Q1 		$18.7M Buy
68,727
+3,880
+6% +$982K 0.11% 96
2023
Q4 		$15.7M Buy
64,847
+5,981
+10% +$1.42M 0.11% 105
2023
Q3 		$14.8M Buy
58,866
+1,404
+2% +$367K 0.11% 104
2023
Q2 		$14.1M Buy
57,462
+5,069
+10% +$1.19M 0.1% 113
2023
Q1 		$11.8M Buy
52,393
+10,423
+25% +$2.32M 0.12% 109
2022
Q4 		$9.73M Buy
41,970
+1,727
+4% +$413K 0.12% 96
2022
Q3 		$9.24M Sell
40,243
-736
-2% -$179K 0.12% 88
2022
Q2 		$9.55M Sell
40,979
-211
-0.5% -$51.4K 0.13% 84
2022
Q1 		$9.49M Buy
41,190
+4,205
+11% +$971K 0.11% 100
2021
Q4 		$9.22M Buy
36,985
+5,546
+18% +$1.26M 0.1% 103
2021
Q3 		$6.62M Buy
+31,439
New +$6.86M 0.09% 123
2019
Q4 		– Sell
-1,035
Closed -$215K – 683
2019
Q3 		$215K Sell
1,035
-87
-8% -$17.5K 0.01% 535
2019
Q2 		$221K Sell
1,122
-53
-5% -$10.3K 0.01% 493
2019
Q1 		$206K Sell
1,175
-593
-34% -$99.9K 0.01% 491
2018
Q4 		$284K Buy
1,768
+195
+12% +$38.7K 0.03% 325
2018
Q3 		$339K Buy
1,573
+281
+22% +$59.7K 0.03% 315
2018
Q2 		$282K Buy
+1,292
New +$292K 0.03% 322
2017
Q3 		– Sell
-1,041
Closed -$202K – 329
2017
Q2 		$202K Buy
+1,041
New +$185K 0.04% 245

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

Lido Advisors's STZ Position: Q1 2026 in Review

Lido Advisors reduced its Constellation Brands (STZ) stake by 1.1% in Q1 2026, selling an estimated $33.2K and leaving 18,969 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #605.

Lido Advisors first reported a position in STZ in Q2 2017 and has held it in 26 quarters since. The position peaked at $24.1M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Lido Advisors held 18,969 shares of Constellation Brands worth $2.85M as of Q1 2026.
  • Lido Advisors sold 215 Constellation Brands shares in Q1 2026, an estimated $33.2K.
  • Constellation Brands made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #605 holding.
  • Lido Advisors first reported a position in Constellation Brands in Q2 2017 and has held it in 26 quarters since.
  • Lido Advisors's Constellation Brands position peaked at $24.1M in Q4 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.