Park Square Financial Group’s Constellation Brands STZ Stock Holding History

Park Square Financial Group’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	-24	Closed	-$5.3K	–	320
2025 Q4	$5.3K	Buy	+24	New	+$3.29K	0.03%	188
2025 Q3	–	Sell	-11	Closed	-$1.79K	–	863
2025 Q2	$1.79K	Hold	11	–	–	﹤0.01%	911
2025 Q1	$2.02K	Sell	11 -30	-73%	-$5.45K	﹤0.01%	855
2024 Q4	$9.06K	Buy	+41	New	+$9.74K	0.01%	604

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

Park Square Financial Group's STZ Position: Q1 2026 in Review

Park Square Financial Group sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 24 shares — an estimated $5.3K sold.

Park Square Financial Group first reported a position in STZ in Q4 2024 and held it in 4 quarters. The position peaked at $9.06K in Q4 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Park Square Financial Group reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 24 Constellation Brands shares in Q1 2026, an estimated $5.3K.
Park Square Financial Group first reported a position in Constellation Brands in Q4 2024 and held it in 4 quarters.
Park Square Financial Group's Constellation Brands position peaked at $9.06K in Q4 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.