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Mark Sheptoff Financial Planning’s Constellation Brands STZ Stock Holding History

Mark Sheptoff Financial Planning’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 		$52.4K Sell
350
-390
-53% -$60.3K 0.03% 174
2025
Q4 		$102K Sell
740
-1,900
-72% -$261K 0.05% 139
2025
Q3 		$356K Sell
2,640
-1,500
-36% -$239K 0.17% 73
2025
Q2 		$673K Sell
4,140
-1,560
-27% -$280K 0.36% 47
2025
Q1 		$1.05M Sell
5,700
-700
-11% -$127K 0.58% 33
2024
Q4 		$1.41M Sell
6,400
-250
-4% -$59.4K 0.76% 25
2024
Q3 		$1.71M Hold
6,650
– – 0.91% 24
2024
Q2 		$1.71M Sell
6,650
-3,615
-35% -$930K 0.96% 23
2024
Q1 		$2.79M Sell
10,265
-50
-0.5% -$12.7K 1.55% 14
2023
Q4 		$2.49M Hold
10,315
– – 1.5% 15
2023
Q3 		$2.59M Buy
10,315
+200
+2% +$52.2K 1.66% 15
2023
Q2 		$2.49M Sell
10,115
-100
-1% -$23.4K 1.42% 15
2023
Q1 		$2.31M Sell
10,215
-125
-1% -$27.8K 1.34% 17
2022
Q4 		$2.4M Hold
10,340
– – 1.41% 16
2022
Q3 		$2.38M Hold
10,340
– – 1.45% 15
2022
Q2 		$2.41M Hold
10,340
– – 1.39% 17
2022
Q1 		$2.38M Sell
10,340
-100
-1% -$23.1K 1.2% 18
2021
Q4 		$2.62M Sell
10,440
-1,141
-10% -$260K 1.25% 16
2021
Q3 		$2.44M Sell
11,581
-2,348
-17% -$512K 1.34% 16
2021
Q2 		$3.26M Buy
13,929
+501
+4% +$118K 1.75% 12
2021
Q1 		$3.06M Buy
13,428
+3,752
+39% +$846K 1.76% 13
2020
Q4 		$2.12M Sell
9,676
-304
-3% -$59.8K 1.21% 19
2020
Q3 		$1.89M Sell
9,980
-180
-2% -$32.8K 1.16% 20
2020
Q2 		$1.78M Sell
10,160
-899
-8% -$150K 1.15% 23
2020
Q1 		$1.58M Sell
11,059
-10,431
-49% -$1.84M 1.2% 21
2019
Q4 		$4.08M Sell
21,490
-1,198
-5% -$226K 2.57% 11
2019
Q3 		$4.7M Buy
22,688
+1
+0% +$201 3.17% 8
2019
Q2 		$4.47M Buy
22,687
+1,727
+8% +$337K 3.05% 8
2019
Q1 		$3.67M Buy
20,960
+5,607
+37% +$944K 2.65% 10
2018
Q4 		$2.47M Buy
15,353
+345
+2% +$68.6K 2.05% 13
2018
Q3 		$3.24M Sell
15,008
-150
-1% -$31.9K 2.22% 12
2018
Q2 		$3.32M Sell
15,158
-183
-1% -$41.3K 2.45% 10
2018
Q1 		$3.5M Buy
15,341
+301
+2% +$66.3K 2.43% 11
2017
Q4 		$3.44M Buy
15,040
+101
+0.7% +$21.8K 2.24% 13
2017
Q3 		$2.98M Sell
14,939
-407
-3% -$80.6K 2% 13
2017
Q2 		$2.97M Buy
15,346
+1
+0% +$178 2.04% 12
2017
Q1 		$2.49M Sell
15,345
-114
-0.7% -$17.8K 1.77% 14
2016
Q4 		$2.37M Sell
15,459
-198
-1% -$31.5K 1.76% 15
2016
Q3 		$2.61M Buy
15,657
+276
+2% +$45.5K 1.94% 12
2016
Q2 		$2.54M Sell
15,381
-198
-1% -$31K 1.9% 15
2016
Q1 		$2.35M Sell
15,579
-1,099
-7% -$159K 1.91% 13
2015
Q4 		$2.38M Buy
16,678
+401
+2% +$55.2K 1.93% 13
2015
Q3 		$2.04M Buy
16,277
+1,676
+11% +$207K 1.79% 14
2015
Q2 		$1.69M Buy
14,601
+1
+0% +$118 1.37% 20
2015
Q1 		$1.7M Buy
14,600
+3,250
+29% +$366K 1.42% 20
2014
Q4 		$1.11M Buy
11,350
+300
+3% +$27.5K 0.99% 28
2014
Q3 		$963K Buy
11,050
+1,000
+10% +$87K 0.85% 34
2014
Q2 		$886K Buy
10,050
+500
+5% +$41.3K 0.76% 38
2014
Q1 		$811K Buy
+9,550
New +$759K 0.72% 42

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

Mark Sheptoff Financial Planning's STZ Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Constellation Brands (STZ) stake by 53% in Q1 2026, selling an estimated $60.3K and leaving 350 shares worth $52.4K. The position accounts for 0.03% of the portfolio, ranked #174.

Mark Sheptoff Financial Planning first reported a position in STZ in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.7M in Q3 2019. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Mark Sheptoff Financial Planning held 350 shares of Constellation Brands worth $52.4K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 390 Constellation Brands shares in Q1 2026, an estimated $60.3K.
  • Constellation Brands made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #174 holding.
  • Mark Sheptoff Financial Planning first reported a position in Constellation Brands in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Constellation Brands position peaked at $4.7M in Q3 2019.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.