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Medallion Wealth Advisors’s Constellation Brands STZ Stock Holding History

Medallion Wealth 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 		$130K Hold
867
– – 0.04% 313
2025
Q4 		$120K Hold
867
– – 0.04% 329
2025
Q3 		$117K Buy
867
+1
+0.1% +$159 0.04% 330
2025
Q2 		$141K Buy
866
+6
+0.7% +$1.08K 0.05% 291
2025
Q1 		$158K Buy
860
+32
+4% +$5.81K 0.07% 232
2024
Q4 		$153K Buy
+828
New +$197K 0.08% 222

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

Medallion Wealth Advisors's STZ Position: Q1 2026 in Review

Medallion Wealth Advisors held its Constellation Brands (STZ) position steady in Q1 2026 at 867 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #313.

Medallion Wealth Advisors first reported a position in STZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $158K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Medallion Wealth Advisors held 867 shares of Constellation Brands worth $130K as of Q1 2026.
  • Medallion Wealth Advisors left its Constellation Brands share count unchanged in Q1 2026.
  • Constellation Brands made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #313 holding.
  • Medallion Wealth Advisors first reported a position in Constellation Brands in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Constellation Brands position peaked at $158K in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.