NewEdge Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.58M | Buy |
30,554
+1,103
| +4% | +$170K | 0.02% | 731 |
|
|
2025
Q4 | $4.06M | Buy |
29,451
+4,473
| +18% | +$614K | 0.01% | 745 |
|
|
2025
Q3 | $3.36M | Buy |
24,978
+16,248
| +186% | +$2.58M | 0.02% | 779 |
|
|
2025
Q2 | $1.42M | Sell |
8,730
-974
| -10% | -$175K | 0.01% | 1098 |
|
|
2025
Q1 | $1.78M | Sell |
9,704
-149
| -2% | -$27.1K | 0.01% | 909 |
|
|
2024
Q4 | $2.18M | Buy |
9,853
+3,236
| +49% | +$769K | 0.01% | 799 |
|
|
2024
Q3 | $1.71M | Sell |
6,617
-693
| -9% | -$172K | 0.01% | 860 |
|
|
2024
Q2 | $1.88M | Sell |
7,310
-852
| -10% | -$219K | 0.01% | 779 |
|
|
2024
Q1 | $2.22M | Buy |
8,162
+366
| +5% | +$92.6K | 0.02% | 651 |
|
|
2023
Q4 | $1.94M | Buy |
7,796
+3,084
| +65% | +$733K | 0.02% | 672 |
|
|
2023
Q3 | $1.18M | Buy |
4,712
+304
| +7% | +$79.4K | 0.01% | 789 |
|
|
2023
Q2 | $1.09M | Sell |
4,408
-4,434
| -50% | -$1.04M | 0.01% | 827 |
|
|
2023
Q1 | $2M | Buy |
8,842
+1,536
| +21% | +$342K | 0.03% | 539 |
|
|
2022
Q4 | $905K | Sell |
7,306
-1,882
| -20% | -$450K | 0.02% | 541 |
|
|
2022
Q3 | $2.11M | Buy |
9,188
+634
| +7% | +$155K | 0.03% | 410 |
|
|
2022
Q2 | $1.99M | Buy |
+8,554
| New | +$2.08M | 0.03% | 439 |
|
|
2022
Q1 | – | Sell |
-7,905
| Closed | -$1.98M | – | 1588 |
|
|
2021
Q4 | $1.98M | Buy |
7,905
+3,164
| +67% | +$721K | 0.03% | 460 |
|
|
2021
Q3 | $999K | Sell |
4,741
-3,537
| -43% | -$772K | 0.02% | 526 |
|
|
2021
Q2 | $1.94M | Buy |
8,278
+3,751
| +83% | +$881K | 0.05% | 319 |
|
|
2021
Q1 | $1.03M | Sell |
4,527
-476
| -10% | -$107K | 0.03% | 448 |
|
|
2020
Q4 | $1.1M | Buy |
5,003
+1,581
| +46% | +$311K | 0.04% | 402 |
|
|
2020
Q3 | $648K | Sell |
3,422
-139
| -4% | -$25.4K | 0.02% | 492 |
|
|
2020
Q2 | $623K | Buy |
3,561
+1,204
| +51% | +$201K | 0.02% | 479 |
|
|
2020
Q1 | $338K | Sell |
2,357
-1,313
| -36% | -$232K | 0.02% | 565 |
|
|
2019
Q4 | $696K | Sell |
3,670
-521
| -12% | -$98.4K | 0.03% | 439 |
|
|
2019
Q3 | $865K | Sell |
4,191
-255
| -6% | -$51.2K | 0.04% | 365 |
|
|
2019
Q2 | $876K | Sell |
4,446
-171
| -4% | -$33.4K | 0.05% | 290 |
|
|
2019
Q1 | $810K | Sell |
4,617
-519
| -10% | -$87.4K | 0.05% | 308 |
|
|
2018
Q4 | $826 | Sell |
5,136
-1,838
| -26% | -$365K | 0.05% | 279 |
|
|
2018
Q3 | $1.5M | Sell |
6,974
-890
| -11% | -$189K | 0.12% | 179 |
|
|
2018
Q2 | $1.7K | Buy |
7,864
+67
| +0.9% | +$15.1K | 0.16% | 138 |
|
|
2018
Q1 | $1.78M | Buy |
7,797
+3,609
| +86% | +$795K | 0.2% | 110 |
|
|
2017
Q4 | $908K | Buy |
4,188
+792
| +23% | +$171K | 0.12% | 173 |
|
|
2017
Q3 | $707K | Buy |
3,396
+1,355
| +66% | +$268K | 0.11% | 183 |
|
|
2017
Q2 | $395K | Sell |
2,041
-323
| -14% | -$57.5K | 0.07% | 220 |
|
|
2017
Q1 | $379K | Buy |
2,364
+333
| +16% | +$51.9K | 0.09% | 180 |
|
|
2016
Q4 | $305K | Buy |
+2,031
| New | +$323K | 0.08% | 190 |
|
Other funds holding STZ
VCM
VPM
NewEdge Advisors's STZ Position: Q1 2026 in Review
NewEdge Advisors increased its Constellation Brands (STZ) stake by 3.7% in Q1 2026, buying an estimated $170K and bringing the position to 30,554 shares worth $4.58M. The position accounts for 0.02% of the portfolio, ranked #731.
NewEdge Advisors first reported a position in STZ in Q4 2016 and has held it in 37 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- NewEdge Advisors held 30,554 shares of Constellation Brands worth $4.58M as of Q1 2026.
- NewEdge Advisors bought 1,103 Constellation Brands shares in Q1 2026, an estimated $170K.
- Constellation Brands made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #731 holding.
- NewEdge Advisors first reported a position in Constellation Brands in Q4 2016 and has held it in 37 quarters since.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.