NewEdge Wealth’s Constellation Brands STZ Stock Holding History

NewEdge Wealth’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	-2,472	Closed	-$341K	–	1272
2025 Q4	$341K	Buy	+2,472	New	+$339K	﹤0.01%	979
2025 Q2	–	Sell	-1,238	Closed	-$227K	–	1032
2025 Q1	$227K	Sell	1,238 -5,642	-82%	-$1.02M	﹤0.01%	858
2024 Q4	$1.52M	Sell	6,880 -1,501	-18%	-$357K	0.03%	410
2024 Q3	$2.16M	Buy	8,381 +5,360	+177%	+$1.33M	0.04%	331
2024 Q2	$777K	Sell	3,021 -481	-14%	-$124K	0.02%	455
2024 Q1	$890K	Buy	3,502 +1,264	+56%	+$320K	0.02%	448
2023 Q4	$541K	Buy	2,238 +1,338	+149%	+$318K	0.01%	496
2023 Q3	$226K	Buy	900 +34	+4%	+$8.88K	0.01%	593
2023 Q2	$213K	Sell	866 -57	-6%	-$13.3K	0.01%	596
2023 Q1	$208K	Buy	+923	New	+$205K	0.01%	578
2022 Q3	–	Sell	-1,262	Closed	-$294K	–	592
2022 Q2	$294K	Buy	+1,262	New	+$307K	0.01%	467

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

NewEdge Wealth's STZ Position: Q1 2026 in Review

NewEdge Wealth sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 2,472 shares — an estimated $341K sold.

NewEdge Wealth first reported a position in STZ in Q2 2022 and held it in 11 quarters. The position peaked at $2.16M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

NewEdge Wealth reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 2,472 Constellation Brands shares in Q1 2026, an estimated $341K.
NewEdge Wealth first reported a position in Constellation Brands in Q2 2022 and held it in 11 quarters.
NewEdge Wealth's Constellation Brands position peaked at $2.16M in Q3 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.