Mowery & Schoenfeld Wealth Management’s Constellation Brands STZ Stock Holding History

Mowery & Schoenfeld Wealth Management’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	-280	Closed	-$38.6K	–	471
2025 Q4	$38.6K	Buy	+280	New	+$38.4K	0.06%	155
2025 Q1	–	Sell	-98	Closed	-$21.7K	–	551
2024 Q4	$21.7K	Buy	+98	New	+$23.3K	0.04%	170

Other funds holding STZ

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

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 Boston, Massachusetts $3.37T AUM 44.26% 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

Mowery & Schoenfeld Wealth Management's STZ Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 280 shares — an estimated $38.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in STZ in Q4 2024 and held it in 2 quarters. The position peaked at $38.6K in Q4 2025. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 280 Constellation Brands shares in Q1 2026, an estimated $38.6K.
Mowery & Schoenfeld Wealth Management first reported a position in Constellation Brands in Q4 2024 and held it in 2 quarters.
Mowery & Schoenfeld Wealth Management's Constellation Brands position peaked at $38.6K in Q4 2025.
1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.