Morton Community Bank’s Constellation Brands STZ Stock Holding History

Morton Community Bank’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	$2.9M	Buy	19,332 +1,150	+6%	+$178K	0.63%	84
2025 Q4	$2.85M	Buy	18,182 +2,505	+16%	+$344K	0.62%	84
2025 Q3	$2.06M	Buy	15,677 +1,300	+9%	+$207K	0.48%	91
2025 Q2	$2.34M	Buy	14,377 +870	+6%	+$156K	0.58%	88
2025 Q1	$2.48M	Buy	13,507 +1,405	+12%	+$255K	0.65%	86
2024 Q4	$2.67M	Buy	12,102 +260	+2%	+$61.8K	0.71%	82
2024 Q3	$3.05M	Sell	11,842 -468	-4%	-$116K	0.8%	77
2024 Q2	$3.17M	Buy	12,310 +858	+7%	+$221K	0.89%	57
2024 Q1	$3.11M	Buy	11,452 +870	+8%	+$220K	0.9%	50
2023 Q4	$2.56M	Buy	+10,582	New	+$2.52M	0.84%	75

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morton Community Bank's STZ Position: Q1 2026 in Review

Morton Community Bank increased its Constellation Brands (STZ) stake by 6.3% in Q1 2026, buying an estimated $178K and bringing the position to 19,332 shares worth $2.9M. The position accounts for 0.63% of the portfolio, ranked #84.

Morton Community Bank first reported a position in STZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.17M in Q2 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Morton Community Bank held 19,332 shares of Constellation Brands worth $2.9M as of Q1 2026.
Morton Community Bank bought 1,150 Constellation Brands shares in Q1 2026, an estimated $178K.
Constellation Brands made up 0.63% of Morton Community Bank's portfolio in Q1 2026, its #84 holding.
Morton Community Bank first reported a position in Constellation Brands in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's Constellation Brands position peaked at $3.17M in Q2 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.