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Mount Yale Investment Advisors’s Constellation Brands STZ Stock Holding History

Mount Yale 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 Sell
1,990
-344
-15% -$53.1K 0.01% 891
2025
Q4 		$322K Buy
+2,334
New +$320K 0.02% 575
2025
Q3 		– Sell
-329
Closed -$53.5K – 1492
2025
Q2 		$53.5K Buy
+329
New +$59K ﹤0.01% 799
2018
Q4 		– Sell
-64
Closed -$13K – 713
2018
Q3 		$13K Hold
64
– – ﹤0.01% 835
2018
Q2 		$14K Hold
64
– – ﹤0.01% 851
2018
Q1 		$15K Buy
+64
New +$14.1K ﹤0.01% 814

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's STZ Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Constellation Brands (STZ) stake by 15% in Q1 2026, selling an estimated $53.1K and leaving 1,990 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #891.

Mount Yale Investment Advisors first reported a position in STZ in Q1 2018 and has held it in 6 quarters since. The position peaked at $322K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Mount Yale Investment Advisors held 1,990 shares of Constellation Brands worth $299K as of Q1 2026.
  • Mount Yale Investment Advisors sold 344 Constellation Brands shares in Q1 2026, an estimated $53.1K.
  • Constellation Brands made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #891 holding.
  • Mount Yale Investment Advisors first reported a position in Constellation Brands in Q1 2018 and has held it in 6 quarters since.
  • Mount Yale Investment Advisors's Constellation Brands position peaked at $322K in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.