Principia Wealth Advisory’s Constellation Brands STZ Stock Holding History

Principia Wealth Advisory’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 Q3	$2.49K	Sell	22 -9	-29%	-$1.16K	﹤0.01%	545
2026 Q2	$4.31K	Buy	31 +14	+82%	+$2.08K	﹤0.01%	394
2026 Q1	$2.55K	Buy	17 +1	+6%	+$154	﹤0.01%	447
2025 Q4	$2.21K	Buy	16 +6	+60%	+$823	﹤0.01%	434
2025 Q3	$1.35K	Buy	10 +7	+233%	+$1.11K	﹤0.01%	540
2025 Q2	$488	Sell	3 -3	-50%	-$538	﹤0.01%	741
2025 Q1	$1.1K	Buy	6 +4	+200%	+$727	﹤0.01%	373
2024 Q4	$442	Buy	+2	New	+$475	﹤0.01%	579

Other funds holding STZ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Principia Wealth Advisory's STZ Position: Q3 2026 in Review

Principia Wealth Advisory reduced its Constellation Brands (STZ) stake by 29% in Q3 2026, selling an estimated $1.16K and leaving 22 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Principia Wealth Advisory first reported a position in STZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.31K in Q2 2026. 796 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Principia Wealth Advisory held 22 shares of Constellation Brands worth $2.49K as of Q3 2026.
Principia Wealth Advisory sold 9 Constellation Brands shares in Q3 2026, an estimated $1.16K.
Constellation Brands made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #545 holding.
Principia Wealth Advisory first reported a position in Constellation Brands in Q4 2024 and has held it in 8 quarters since.
Principia Wealth Advisory's Constellation Brands position peaked at $4.31K in Q2 2026.
796 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.