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Modus Advisors’s Constellation Brands STZ Stock Holding History

Modus 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
-12
Closed -$1.59K – 310
2025
Q4 		$1.59K Buy
+12
New +$1.65K ﹤0.01% 331
2025
Q1 		– Sell
-15
Closed -$3.36K – 281
2024
Q4 		$3.36K Buy
+15
New +$3.56K ﹤0.01% 271
2024
Q3 		– Sell
-902
Closed -$232K – 116
2024
Q2 		$232K Sell
902
-16
-2% -$4.12K 0.08% 100
2024
Q1 		$249K Sell
918
-106
-10% -$26.8K 0.09% 99
2023
Q4 		$248K Buy
1,024
+106
+12% +$25.2K 0.1% 94
2023
Q3 		$231K Hold
918
– – 0.1% 96
2023
Q2 		$226K Sell
918
-89
-9% -$20.8K 0.1% 97
2023
Q1 		$227K Buy
1,007
+89
+10% +$19.8K 0.1% 97
2022
Q4 		$213K Hold
918
– – 0.1% 96
2022
Q3 		$211K Hold
918
– – 0.11% 92
2022
Q2 		$214K Hold
918
– – 0.11% 91
2022
Q1 		$211K Hold
918
– – 0.09% 94
2021
Q4 		$230K Sell
918
-223
-20% -$50.8K 0.1% 92
2021
Q3 		$240K Buy
1,141
+70
+7% +$15.3K 0.1% 91
2021
Q2 		$250K Buy
1,071
+163
+18% +$38.3K 0.11% 88
2021
Q1 		$207K Buy
+908
New +$205K 0.1% 93
2020
Q3 		– Sell
-587
Closed -$103K – 190
2020
Q2 		$103K Buy
+587
New +$97.8K 0.07% 91

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

Modus Advisors's STZ Position: Q1 2026 in Review

Modus Advisors sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 12 shares — an estimated $1.59K sold.

Modus Advisors first reported a position in STZ in Q2 2020 and held it in 17 quarters. The position peaked at $250K in Q2 2021. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Modus Advisors reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 12 Constellation Brands shares in Q1 2026, an estimated $1.59K.
  • Modus Advisors first reported a position in Constellation Brands in Q2 2020 and held it in 17 quarters.
  • Modus Advisors's Constellation Brands position peaked at $250K in Q2 2021.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

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