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Milestones Private Investment Advisors’s Constellation Brands STZ Stock Holding History

Milestones Private Investment 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 		– Sell
-3,346
Closed -$462K – 109
2025
Q4 		$462K Hold
3,346
– – 0.32% 76
2025
Q3 		$451K Hold
3,346
– – 0.31% 76
2025
Q2 		$544K Buy
+3,346
New +$600K 0.4% 66

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Milestones Private Investment Advisors's STZ Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 3,346 shares — an estimated $462K sold.

Milestones Private Investment Advisors first reported a position in STZ in Q2 2025 and held it in 3 quarters. The position peaked at $544K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 3,346 Constellation Brands shares in Q1 2026, an estimated $462K.
  • Milestones Private Investment Advisors first reported a position in Constellation Brands in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Constellation Brands position peaked at $544K in Q2 2025.
  • 1,049 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.