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Principal Securities’s Constellation Brands STZ Stock Holding History

Principal Securities’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 		$1.81M Buy
12,054
+1,253
+12% +$194K 0.03% 532
2025
Q4 		$1.49M Buy
10,801
+519
+5% +$71.2K 0.02% 569
2025
Q3 		$1.38M Buy
10,282
+41
+0.4% +$6.52K 0.02% 558
2025
Q2 		$1.67M Buy
10,241
+2,012
+24% +$361K 0.03% 464
2025
Q1 		$1.82M Hold
8,229
– – 0.04% 391
2024
Q4 		$1.82M Buy
8,229
+1,533
+23% +$364K 0.04% 388
2024
Q3 		$1.73M Buy
6,696
+2,536
+61% +$629K 0.04% 390
2024
Q2 		$1.07M Buy
4,160
+1,614
+63% +$415K 0.03% 464
2024
Q1 		$692K Buy
2,546
+835
+49% +$211K 0.02% 549
2023
Q4 		$414K Buy
+1,711
New +$407K 0.02% 679

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

Principal Securities's STZ Position: Q1 2026 in Review

Principal Securities increased its Constellation Brands (STZ) stake by 12% in Q1 2026, buying an estimated $194K and bringing the position to 12,054 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #532.

Principal Securities first reported a position in STZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.82M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Principal Securities held 12,054 shares of Constellation Brands worth $1.81M as of Q1 2026.
  • Principal Securities bought 1,253 Constellation Brands shares in Q1 2026, an estimated $194K.
  • Constellation Brands made up 0.03% of Principal Securities's portfolio in Q1 2026, its #532 holding.
  • Principal Securities first reported a position in Constellation Brands in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Constellation Brands position peaked at $1.82M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.