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Pallas Capital Advisors’s Constellation Brands STZ Stock Holding History

Pallas Capital 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 		$240K Buy
+1,600
New +$247K 0.01% 705
2025
Q2 		– Sell
-1,366
Closed -$251K – 927
2025
Q1 		$251K Buy
+1,366
New +$248K 0.01% 629
2021
Q4 		– Sell
-1,174
Closed -$259K – 396
2021
Q3 		$259K Buy
+1,174
New +$256K 0.03% 332

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

Pallas Capital Advisors's STZ Position: Q1 2026 in Review

Pallas Capital Advisors opened a new position in Constellation Brands (STZ) in Q1 2026: 1,600 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in STZ as recently as Q1 2025.

Pallas Capital Advisors first reported a position in STZ in Q3 2021 and has held it in 3 quarters since. The position peaked at $259K in Q3 2021. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Pallas Capital Advisors held 1,600 shares of Constellation Brands worth $240K as of Q1 2026.
  • Constellation Brands was a new Pallas Capital Advisors position in Q1 2026.
  • Constellation Brands made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #705 holding.
  • Pallas Capital Advisors first reported a position in Constellation Brands in Q3 2021 and has held it in 3 quarters since.
  • Pallas Capital Advisors's Constellation Brands position peaked at $259K in Q3 2021.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.