Raymond James Financial’s Constellation Brands STZ Stock Holding History

Raymond James Financial’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	$43.9M	Buy	292,701 +46,064	+19%	+$7.12M	0.01%	936
2025 Q4	$34M	Sell	246,637 -73,587	-23%	-$10.1M	0.01%	1077
2025 Q3	$43.1M	Buy	320,224 +81,831	+34%	+$13M	0.01%	886
2025 Q2	$38.8M	Sell	238,393 -5,823	-2%	-$1.04M	0.01%	917
2025 Q1	$44.8M	Sell	244,216 -234,366	-49%	-$42.6M	0.02%	780
2024 Q4	$106M	Buy	+478,582	New	+$114M	0.04%	413

Other funds holding STZ

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

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Raymond James Financial's STZ Position: Q1 2026 in Review

Raymond James Financial increased its Constellation Brands (STZ) stake by 19% in Q1 2026, buying an estimated $7.12M and bringing the position to 292,701 shares worth $43.9M. The position accounts for 0.01% of the portfolio, ranked #936.

Raymond James Financial first reported a position in STZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $106M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Raymond James Financial held 292,701 shares of Constellation Brands worth $43.9M as of Q1 2026.
Raymond James Financial bought 46,064 Constellation Brands shares in Q1 2026, an estimated $7.12M.
Constellation Brands made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #936 holding.
Raymond James Financial first reported a position in Constellation Brands in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Constellation Brands position peaked at $106M in Q4 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.