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MONECO Advisors’s Constellation Brands STZ Stock Holding History

MONECO 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 		$223K Sell
1,487
-10
-0.7% -$1.54K 0.02% 481
2025
Q4 		$207K Sell
1,497
-188
-11% -$25.8K 0.02% 489
2025
Q3 		$227K Buy
1,685
+35
+2% +$5.57K 0.02% 452
2025
Q2 		$268K Buy
1,650
+10
+0.6% +$1.79K 0.03% 405
2025
Q1 		$301K Buy
1,640
+349
+27% +$63.4K 0.03% 360
2024
Q4 		$285K Buy
1,291
+72
+6% +$17.1K 0.03% 378
2024
Q3 		$314K Sell
1,219
-27
-2% -$6.69K 0.04% 333
2024
Q2 		$321K Buy
1,246
+25
+2% +$6.43K 0.05% 309
2024
Q1 		$332K Sell
1,221
-569
-32% -$144K 0.05% 301
2023
Q4 		$433K Buy
1,790
+4
+0.2% +$951 0.08% 232
2023
Q3 		$449K Buy
1,786
+31
+2% +$8.09K 0.12% 196
2023
Q2 		$432K Sell
1,755
-124
-7% -$29K 0.12% 193
2023
Q1 		$424K Buy
1,879
+4
+0.2% +$890 0.12% 189
2022
Q4 		$435K Sell
1,875
-99
-5% -$23.7K 0.16% 147
2022
Q3 		$453K Sell
1,974
-49
-2% -$11.9K 0.18% 129
2022
Q2 		$472K Sell
2,023
-24
-1% -$5.84K 0.18% 129
2022
Q1 		$472K Buy
2,047
+68
+3% +$15.7K 0.17% 127
2021
Q4 		$471K Sell
1,979
-155
-7% -$35.3K 0.18% 129
2021
Q3 		$450K Sell
2,134
-15
-0.7% -$3.27K 0.18% 127
2021
Q2 		$503K Buy
2,149
+16
+0.8% +$3.76K 0.23% 104
2021
Q1 		$486K Buy
+2,133
New +$481K 0.24% 101
2019
Q1 		– Sell
-1,501
Closed -$241K – 137
2018
Q4 		$241K Buy
+1,501
New +$298K 0.28% 80

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

MONECO Advisors's STZ Position: Q1 2026 in Review

MONECO Advisors reduced its Constellation Brands (STZ) stake by 0.67% in Q1 2026, selling an estimated $1.54K and leaving 1,487 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #481.

MONECO Advisors first reported a position in STZ in Q4 2018 and has held it in 22 quarters since. The position peaked at $503K in Q2 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • MONECO Advisors held 1,487 shares of Constellation Brands worth $223K as of Q1 2026.
  • MONECO Advisors sold 10 Constellation Brands shares in Q1 2026, an estimated $1.54K.
  • Constellation Brands made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #481 holding.
  • MONECO Advisors first reported a position in Constellation Brands in Q4 2018 and has held it in 22 quarters since.
  • MONECO Advisors's Constellation Brands position peaked at $503K in Q2 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.