PCS
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Personal CFO Solutions’s Constellation Brands STZ Stock Holding History

Personal CFO Solutions’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 		$320K Sell
2,130
-910
-30% -$141K 0.04% 355
2025
Q4 		$419K Buy
3,040
+209
+7% +$28.7K 0.07% 270
2025
Q3 		$381K Buy
2,831
+704
+33% +$112K 0.07% 277
2025
Q2 		$346K Sell
2,127
-1,181
-36% -$212K 0.06% 294
2025
Q1 		$607K Buy
3,308
+682
+26% +$124K 0.12% 182
2024
Q4 		$580K Buy
2,626
+13
+0.5% +$3.09K 0.11% 183
2024
Q3 		$673K Buy
2,613
+33
+1% +$8.18K 0.09% 205
2024
Q2 		$664K Sell
2,580
-17
-0.7% -$4.37K 0.1% 192
2024
Q1 		$706K Buy
2,597
+170
+7% +$43K 0.11% 194
2023
Q4 		$587K Buy
2,427
+19
+0.8% +$4.52K 0.1% 194
2023
Q3 		$605K Buy
2,408
+130
+6% +$33.9K 0.12% 160
2023
Q2 		$561K Buy
2,278
+94
+4% +$22K 0.11% 183
2023
Q1 		$493K Buy
2,184
+131
+6% +$29.2K 0.1% 199
2022
Q4 		$476K Buy
2,053
+374
+22% +$89.5K 0.1% 198
2022
Q3 		$386K Buy
1,679
+32
+2% +$7.8K 0.1% 199
2022
Q2 		$384K Buy
1,647
+157
+11% +$38.2K 0.09% 205
2022
Q1 		$343K Buy
1,490
+291
+24% +$67.2K 0.07% 283
2021
Q4 		$301K Buy
+1,199
New +$273K 0.06% 320

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

Personal CFO Solutions's STZ Position: Q1 2026 in Review

Personal CFO Solutions reduced its Constellation Brands (STZ) stake by 30% in Q1 2026, selling an estimated $141K and leaving 2,130 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #355.

Personal CFO Solutions first reported a position in STZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $706K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Personal CFO Solutions held 2,130 shares of Constellation Brands worth $320K as of Q1 2026.
  • Personal CFO Solutions sold 910 Constellation Brands shares in Q1 2026, an estimated $141K.
  • Constellation Brands made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #355 holding.
  • Personal CFO Solutions first reported a position in Constellation Brands in Q4 2021 and has held it in 18 quarters since.
  • Personal CFO Solutions's Constellation Brands position peaked at $706K in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.