LPL Financial
STZ icon

LPL Financial’s Constellation Brands STZ Stock Holding History

LPL 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
2025
Q2 		– Sell
-2,000
Closed -$367K – 5677
2025
Q1 		$367K Hold
2,000
– – ﹤0.01% 4439
2024
Q4 		$442K Buy
+2,000
New +$475K ﹤0.01% 4204

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

LPL Financial's STZ Position: Q1 2026 in Review

LPL Financial reduced its Constellation Brands (STZ) stake by 7.2% in Q1 2026, selling an estimated $1.73M and leaving 145,348 shares worth $21.8M. The position accounts for 0.01% of the portfolio, ranked #1402.

LPL Financial first reported a position in STZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $33.8M in Q3 2023. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • LPL Financial held 145,348 shares of Constellation Brands worth $21.8M as of Q1 2026.
  • LPL Financial sold 11,222 Constellation Brands shares in Q1 2026, an estimated $1.73M.
  • Constellation Brands made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1402 holding.
  • LPL Financial first reported a position in Constellation Brands in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Constellation Brands position peaked at $33.8M in Q3 2023.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.