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Linscomb Wealth’s Constellation Brands STZ Stock Holding History

Linscomb Wealth’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
-1,467
Closed -$202K – 355
2025
Q4 		$202K Sell
1,467
-11,071
-88% -$1.52M 0.01% 300
2025
Q3 		$1.69M Sell
12,538
-1,824
-13% -$290K 0.07% 150
2025
Q2 		$2.34M Buy
14,362
+1,068
+8% +$192K 0.11% 140
2025
Q1 		$2.44M Buy
13,294
+685
+5% +$124K 0.12% 133
2024
Q4 		$2.79M Buy
12,609
+511
+4% +$121K 0.14% 122
2024
Q3 		$3.12M Sell
12,098
-92
-0.8% -$22.8K 0.15% 114
2024
Q2 		$3.14M Buy
12,190
+321
+3% +$82.6K 0.16% 112
2024
Q1 		$3.23M Sell
11,869
-12
-0.1% -$3.04K 0.17% 110
2023
Q4 		$2.87M Sell
11,881
-163
-1% -$38.8K 0.16% 112
2023
Q3 		$3.03M Sell
12,044
-482
-4% -$126K 0.18% 107
2023
Q2 		$3.08M Sell
12,526
-432
-3% -$101K 0.17% 107
2023
Q1 		$2.93M Sell
12,958
-780
-6% -$174K 0.15% 113
2022
Q4 		$3.18M Sell
13,738
-250
-2% -$59.8K 0.16% 112
2022
Q3 		$3.21M Buy
13,988
+318
+2% +$77.5K 0.2% 95
2022
Q2 		$3.19M Buy
13,670
+229
+2% +$55.7K 0.18% 99
2022
Q1 		$3.1M Buy
13,441
+290
+2% +$67K 0.15% 108
2021
Q4 		$3.3M Buy
13,151
+195
+2% +$44.4K 0.16% 108
2021
Q3 		$2.73M Buy
12,956
+711
+6% +$155K 0.14% 113
2021
Q2 		$2.86M Buy
12,245
+609
+5% +$143K 0.15% 106
2021
Q1 		$2.65M Buy
11,636
+698
+6% +$157K 0.14% 107
2020
Q4 		$2.4M Buy
10,938
+918
+9% +$180K 0.14% 107
2020
Q3 		$1.9M Buy
10,020
+407
+4% +$74.2K 0.13% 111
2020
Q2 		$1.68M Buy
9,613
+3,884
+68% +$647K 0.12% 107
2020
Q1 		$821K Buy
5,729
+3,666
+178% +$647K 0.07% 170
2019
Q4 		$391K Buy
2,063
+166
+9% +$31.3K 0.03% 338
2019
Q3 		$393K Buy
1,897
+204
+12% +$41K 0.03% 211
2019
Q2 		$333K Buy
1,693
+56
+3% +$10.9K 0.03% 213
2019
Q1 		$287K Buy
+1,637
New +$276K 0.02% 224

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

Linscomb Wealth's STZ Position: Q1 2026 in Review

Linscomb Wealth sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 1,467 shares — an estimated $202K sold.

Linscomb Wealth first reported a position in STZ in Q1 2019 and held it in 28 quarters. The position peaked at $3.3M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Linscomb Wealth reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Linscomb Wealth sold 1,467 Constellation Brands shares in Q1 2026, an estimated $202K.
  • Linscomb Wealth first reported a position in Constellation Brands in Q1 2019 and held it in 28 quarters.
  • Linscomb Wealth's Constellation Brands position peaked at $3.3M in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.