MWM
STZ icon

Meridian Wealth Management’s Constellation Brands STZ Stock Holding History

Meridian Wealth Management’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 		$215K Buy
+1,436
New +$222K 0.01% 737
2025
Q4 		– Sell
-2,038
Closed -$275K – 781
2025
Q3 		$275K Buy
2,038
+169
+9% +$26.9K 0.01% 602
2025
Q2 		$304K Sell
1,869
-129
-6% -$23.1K 0.01% 558
2025
Q1 		$367K Buy
1,998
+173
+9% +$31.4K 0.02% 482
2024
Q4 		$403K Buy
1,825
+120
+7% +$28.5K 0.02% 463
2024
Q3 		$439K Sell
1,705
-2
-0.1% -$496 0.02% 436
2024
Q2 		$439K Buy
+1,707
New +$439K 0.05% 189
2024
Q1 		– Sell
-1,891
Closed -$457K – 502
2023
Q4 		$457K Buy
1,891
+143
+8% +$34K 0.03% 404
2023
Q3 		$439K Sell
1,748
-45
-3% -$11.7K 0.03% 389
2023
Q2 		$441K Sell
1,793
-130
-7% -$30.4K 0.04% 349
2023
Q1 		$434K Buy
1,923
+58
+3% +$12.9K 0.04% 344
2022
Q4 		$432K Buy
1,865
+97
+5% +$23.2K 0.04% 336
2022
Q3 		$406K Sell
1,768
-318
-15% -$77.5K 0.04% 311
2022
Q2 		$486K Buy
2,086
+479
+30% +$117K 0.04% 355
2022
Q1 		$370K Sell
1,607
-264
-14% -$61K 0.04% 275
2021
Q4 		$470K Buy
1,871
+50
+3% +$11.4K 0.05% 254
2021
Q3 		$384K Sell
1,821
-1,098
-38% -$240K 0.05% 262
2021
Q2 		$683K Buy
2,919
+246
+9% +$57.8K 0.09% 188
2021
Q1 		$609K Sell
2,673
-135
-5% -$30.4K 0.09% 186
2020
Q4 		$615K Buy
2,808
+334
+14% +$65.7K 0.1% 166
2020
Q3 		$469K Buy
+2,474
New +$451K 0.12% 147
2019
Q3 		– Sell
-219
Closed -$432 – 453
2019
Q2 		$432 Buy
+219
New +$42.8K 0.02% 392
2018
Q3 		– Sell
-1,231
Closed -$269K – 198
2018
Q2 		$269K Buy
+1,231
New +$278K 0.13% 146

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

Meridian Wealth Management's STZ Position: Q1 2026 in Review

Meridian Wealth Management opened a new position in Constellation Brands (STZ) in Q1 2026: 1,436 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in STZ as recently as Q3 2025.

Meridian Wealth Management first reported a position in STZ in Q2 2018 and has held it in 23 quarters since. The position peaked at $683K in Q2 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Meridian Wealth Management held 1,436 shares of Constellation Brands worth $215K as of Q1 2026.
  • Constellation Brands was a new Meridian Wealth Management position in Q1 2026.
  • Constellation Brands made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #737 holding.
  • Meridian Wealth Management first reported a position in Constellation Brands in Q2 2018 and has held it in 23 quarters since.
  • Meridian Wealth Management's Constellation Brands position peaked at $683K in Q2 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.