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 		$645K Sell
4,300
-500
-10% -$77.2K ﹤0.01% 1168
2025
Q4 		$662K Hold
4,800
– – ﹤0.01% 1185
2025
Q3 		$646K Hold
4,800
– – ﹤0.01% 1130
2025
Q2 		$781K Buy
+4,800
New +$861K ﹤0.01% 942
2024
Q4 		– Sell
-4,800
Closed -$1.24M – 1598
2024
Q3 		$1.24M Hold
4,800
– – 0.01% 625
2024
Q2 		$1.23M Buy
+4,800
New +$1.23M 0.01% 577

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.