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Midwest Trust’s Constellation Brands STZ Stock Holding History

Midwest Trust’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 		$242K Buy
1,611
+132
+9% +$20.4K ﹤0.01% 550
2025
Q4 		$204K Buy
+1,479
New +$203K ﹤0.01% 581
2025
Q3 		– Sell
-1,516
Closed -$247K – 610
2025
Q2 		$247K Buy
+1,516
New +$272K ﹤0.01% 553

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

Midwest Trust's STZ Position: Q1 2026 in Review

Midwest Trust increased its Constellation Brands (STZ) stake by 8.9% in Q1 2026, buying an estimated $20.4K and bringing the position to 1,611 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Midwest Trust first reported a position in STZ in Q2 2025 and has held it in 3 quarters since. The position peaked at $247K in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Midwest Trust held 1,611 shares of Constellation Brands worth $242K as of Q1 2026.
  • Midwest Trust bought 132 Constellation Brands shares in Q1 2026, an estimated $20.4K.
  • Constellation Brands made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #550 holding.
  • Midwest Trust first reported a position in Constellation Brands in Q2 2025 and has held it in 3 quarters since.
  • Midwest Trust's Constellation Brands position peaked at $247K in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.