LifePlan Financial’s Constellation Brands STZ Stock Holding History

LifePlan Financial’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	–	Sell	-1,530	Closed	-$211K	–	86
2025 Q4	$211K	Sell	1,530 -1,532	-50%	-$210K	0.16%	86
2025 Q3	$412K	Sell	3,062 -107	-3%	-$17K	0.33%	67
2025 Q2	$516K	Sell	3,169 -412	-12%	-$73.9K	0.43%	64
2025 Q1	$657K	Buy	3,581 +623	+21%	+$113K	0.57%	53
2024 Q4	$654K	Buy	2,958 +1,786	+152%	+$424K	0.58%	52
2024 Q3	$302K	Sell	1,172 -47	-4%	-$11.7K	0.26%	83
2024 Q2	$314K	Sell	1,219 -2	-0.2%	-$514	0.29%	78
2024 Q1	$332K	Buy	+1,221	New	+$309K	0.3%	79

Other funds holding STZ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LifePlan Financial's STZ Position: Q1 2026 in Review

LifePlan Financial sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 1,530 shares — an estimated $211K sold.

LifePlan Financial first reported a position in STZ in Q1 2024 and held it in 8 quarters. The position peaked at $657K in Q1 2025. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

LifePlan Financial reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
LifePlan Financial sold 1,530 Constellation Brands shares in Q1 2026, an estimated $211K.
LifePlan Financial first reported a position in Constellation Brands in Q1 2024 and held it in 8 quarters.
LifePlan Financial's Constellation Brands position peaked at $657K in Q1 2025.
1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on LifePlan Financial's 13F filing for Q1 2026, filed 14 Apr 2026.