PDL
STZ icon

Portfolio Design Labs’s Constellation Brands STZ Stock Holding History

Portfolio Design Labs’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 		$960K Sell
6,399
-228
-3% -$35.2K 0.17% 133
2025
Q4 		$914K Buy
6,627
+351
+6% +$48.2K 0.15% 144
2025
Q3 		$845K Buy
+6,276
New +$998K 0.15% 148

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

Portfolio Design Labs's STZ Position: Q1 2026 in Review

Portfolio Design Labs reduced its Constellation Brands (STZ) stake by 3.4% in Q1 2026, selling an estimated $35.2K and leaving 6,399 shares worth $960K. The position accounts for 0.17% of the portfolio, ranked #133.

Portfolio Design Labs first reported a position in STZ in Q3 2025 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Portfolio Design Labs held 6,399 shares of Constellation Brands worth $960K as of Q1 2026.
  • Portfolio Design Labs sold 228 Constellation Brands shares in Q1 2026, an estimated $35.2K.
  • Constellation Brands made up 0.17% of Portfolio Design Labs's portfolio in Q1 2026, its #133 holding.
  • Portfolio Design Labs first reported a position in Constellation Brands in Q3 2025 and has held it in 3 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.