MA
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Mutual Advisors’s Constellation Brands STZ Stock Holding History

Mutual 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 		$607K Buy
4,047
+290
+8% +$44.8K 0.01% 790
2025
Q4 		$518K Sell
3,757
-977
-21% -$134K 0.01% 859
2025
Q3 		$661K Sell
4,734
-1,392
-23% -$221K 0.01% 728
2025
Q2 		$1.08M Sell
6,126
-683
-10% -$123K 0.03% 481
2025
Q1 		$1.26M Buy
6,809
+2,265
+50% +$411K 0.04% 390
2024
Q4 		$839K Buy
4,544
+2,947
+185% +$700K 0.02% 537
2024
Q3 		$384K Sell
1,597
-19
-1% -$4.71K 0.01% 803
2024
Q2 		$398K Sell
1,616
-35
-2% -$9K 0.01% 788
2024
Q1 		$449K Buy
1,651
+27
+2% +$6.83K 0.01% 729
2023
Q4 		$393K Sell
1,624
-53
-3% -$12.6K 0.01% 727
2023
Q3 		$422K Buy
1,677
+8
+0.5% +$2.09K 0.02% 665
2023
Q2 		$411K Buy
1,669
+66
+4% +$15.4K 0.02% 704
2023
Q1 		$362K Sell
1,603
-5
-0.3% -$1.11K 0.01% 726
2022
Q4 		$373K Buy
1,608
+136
+9% +$32.6K 0.02% 676
2022
Q3 		$338K Sell
1,472
-149
-9% -$36.3K 0.02% 678
2022
Q2 		$378K Buy
1,621
+221
+16% +$53.8K 0.03% 613
2022
Q1 		$323K Buy
1,400
+21
+2% +$4.85K 0.02% 694
2021
Q4 		$346K Sell
1,379
-93
-6% -$21.2K 0.02% 687
2021
Q3 		$310K Sell
1,472
-36
-2% -$7.86K 0.02% 706
2021
Q2 		$353K Buy
1,508
+103
+7% +$24.2K 0.02% 640
2021
Q1 		$320K Sell
1,405
-79
-5% -$17.8K 0.02% 617
2020
Q4 		$325K Sell
1,484
-155
-9% -$30.5K 0.02% 582
2020
Q3 		$311K Buy
1,639
+140
+9% +$25.5K 0.03% 532
2020
Q2 		$262K Buy
1,499
+3
+0.2% +$500 0.03% 535
2020
Q1 		$214K Sell
1,496
-456
-23% -$80.5K 0.03% 486
2019
Q4 		$370K Buy
1,952
+861
+79% +$163K 0.04% 418
2019
Q3 		$226K Buy
1,091
+71
+7% +$14.3K 0.03% 474
2019
Q2 		$201K Buy
+1,020
New +$199K 0.03% 533

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

Mutual Advisors's STZ Position: Q1 2026 in Review

Mutual Advisors increased its Constellation Brands (STZ) stake by 7.7% in Q1 2026, buying an estimated $44.8K and bringing the position to 4,047 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #790.

Mutual Advisors first reported a position in STZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.26M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Mutual Advisors held 4,047 shares of Constellation Brands worth $607K as of Q1 2026.
  • Mutual Advisors bought 290 Constellation Brands shares in Q1 2026, an estimated $44.8K.
  • Constellation Brands made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #790 holding.
  • Mutual Advisors first reported a position in Constellation Brands in Q2 2019 and has held it in 28 quarters since.
  • Mutual Advisors's Constellation Brands position peaked at $1.26M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.