Private Harbour Investment Management & Counsel’s Constellation Brands STZ Stock Holding History

Private Harbour Investment Management & Counsel’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	-6,160	Closed	-$850K	–	37
2025 Q4	$850K	Sell	6,160 -3	-0%	-$412	0.89%	31
2025 Q3	$830K	Sell	6,163 -635	-9%	-$101K	0.86%	31
2025 Q2	$1.11M	Sell	6,798 -88	-1%	-$15.8K	1.15%	28
2025 Q1	$1.26M	Sell	6,886 -358	-5%	-$65K	1.4%	26
2024 Q4	$1.6M	Sell	7,244 -318	-4%	-$75.6K	1.75%	22
2024 Q3	$1.95M	Sell	7,562 -7	-0.1%	-$1.74K	2.05%	20
2024 Q2	$1.95M	Sell	7,569 -5	-0.1%	-$1.29K	2.05%	18
2024 Q1	$2.06M	Sell	7,574 -165	-2%	-$41.8K	2.22%	18
2023 Q4	$1.87M	Sell	7,739 -303	-4%	-$72.1K	2.15%	18
2023 Q3	$2.02M	Sell	8,042 -7	-0.1%	-$1.83K	2.31%	16
2023 Q2	$1.98M	Sell	8,049 -140	-2%	-$32.8K	2.21%	17
2023 Q1	$1.85M	Sell	8,189 -155	-2%	-$34.5K	2.08%	18
2022 Q4	$1.93M	Sell	8,344 -5	-0.1%	-$1.2K	2.13%	16
2022 Q3	$1.92M	Sell	8,349 -500	-6%	-$122K	2.22%	14
2022 Q2	$2.06M	Sell	8,849 -107	-1%	-$26K	2.29%	14
2022 Q1	$2.06M	Sell	8,956 -109	-1%	-$25.2K	1.73%	20
2021 Q4	$2.27M	Sell	9,065 -25	-0.3%	-$5.7K	1.82%	20
2021 Q3	$1.92M	Sell	9,090 -15	-0.2%	-$3.27K	1.69%	24
2021 Q2	$2.13M	Sell	9,105 -470	-5%	-$110K	1.87%	22
2021 Q1	$2.18M	Sell	9,575 -145	-1%	-$32.7K	1.98%	18
2020 Q4	$2.13M	Sell	9,720 -50	-0.5%	-$9.83K	2.11%	18
2020 Q3	$1.85M	Sell	9,770 -8	-0.1%	-$1.46K	1.96%	25
2020 Q2	$1.71M	Sell	9,778 -18	-0.2%	-$3K	1.86%	27
2020 Q1	$1.4M	Sell	9,796 -70	-0.7%	-$12.4K	1.65%	30
2019 Q4	$1.87M	Sell	9,866 -545	-5%	-$103K	1.93%	22
2019 Q3	$2.16M	Hold	10,411	–	–	2.24%	16
2019 Q2	$2.05M	Sell	10,411 -11	-0.1%	-$2.15K	2.11%	17
2019 Q1	$1.83M	Buy	+10,422	New	+$1.76M	1.9%	19

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Private Harbour Investment Management & Counsel's STZ Position: Q1 2026 in Review

Private Harbour Investment Management & Counsel sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 6,160 shares — an estimated $850K sold.

Private Harbour Investment Management & Counsel first reported a position in STZ in Q1 2019 and held it in 28 quarters. The position peaked at $2.27M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Private Harbour Investment Management & Counsel reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
Private Harbour Investment Management & Counsel sold 6,160 Constellation Brands shares in Q1 2026, an estimated $850K.
Private Harbour Investment Management & Counsel first reported a position in Constellation Brands in Q1 2019 and held it in 28 quarters.
Private Harbour Investment Management & Counsel's Constellation Brands position peaked at $2.27M in Q4 2021.
1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Private Harbour Investment Management & Counsel's 13F filing for Q1 2026, filed 30 Apr 2026.