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Moneta Group Investment Advisors’s Constellation Brands STZ Stock Holding History

Moneta Group 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 		$299K Buy
1,991
+35
+2% +$5.41K ﹤0.01% 626
2025
Q4 		$270K Sell
1,956
-235
-11% -$32.2K ﹤0.01% 664
2025
Q3 		$295K Sell
2,191
-95
-4% -$15.1K ﹤0.01% 628
2025
Q2 		$372K Sell
2,286
-414
-15% -$74.3K ﹤0.01% 508
2025
Q1 		$496K Buy
2,700
+60
+2% +$10.9K 0.01% 422
2024
Q4 		$583K Sell
2,640
-135
-5% -$32.1K 0.01% 376
2024
Q3 		$715K Sell
2,775
-272
-9% -$67.4K 0.01% 335
2024
Q2 		$784K Sell
3,047
-132
-4% -$33.9K 0.01% 301
2024
Q1 		$864K Buy
3,179
+218
+7% +$55.2K 0.01% 285
2023
Q4 		$716K Sell
2,961
-56
-2% -$13.3K 0.01% 280
2023
Q3 		$758K Buy
3,017
+8
+0.3% +$2.09K 0.02% 255
2023
Q2 		$741K Sell
3,009
-626
-17% -$146K 0.02% 263
2023
Q1 		$821K Sell
3,635
-101
-3% -$22.5K 0.02% 237
2022
Q4 		$865K Sell
3,736
-670
-15% -$160K 0.02% 217
2022
Q3 		$1.01M Sell
4,406
-374
-8% -$91.1K 0.04% 186
2022
Q2 		$1.11M Buy
4,780
+443
+10% +$108K 0.04% 193
2022
Q1 		$999K Buy
4,337
+839
+24% +$194K 0.04% 206
2021
Q4 		$878K Sell
3,498
-38
-1% -$8.66K 0.04% 228
2021
Q3 		$745K Buy
3,536
+684
+24% +$149K 0.03% 227
2021
Q2 		$667K Buy
2,852
+1
+0% +$235 0.03% 243
2021
Q1 		$650K Buy
+2,851
New +$642K 0.03% 225
2019
Q4 		– Sell
-1,013
Closed -$210K – 284
2019
Q3 		$210K Buy
+1,013
New +$203K 0.02% 238
2018
Q3 		– Sell
-113
Closed -$25K – 356
2018
Q2 		$25K Buy
113
+50
+79% +$11.3K ﹤0.01% 349
2018
Q1 		$14K Buy
+63
New +$13.9K ﹤0.01% 433

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

Moneta Group Investment Advisors's STZ Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Constellation Brands (STZ) stake by 1.8% in Q1 2026, buying an estimated $5.41K and bringing the position to 1,991 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Moneta Group Investment Advisors first reported a position in STZ in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.11M in Q2 2022. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Moneta Group Investment Advisors held 1,991 shares of Constellation Brands worth $299K as of Q1 2026.
  • Moneta Group Investment Advisors bought 35 Constellation Brands shares in Q1 2026, an estimated $5.41K.
  • Constellation Brands made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #626 holding.
  • Moneta Group Investment Advisors first reported a position in Constellation Brands in Q1 2018 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Constellation Brands position peaked at $1.11M in Q2 2022.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.