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RD Lewis Holdings’s Constellation Brands STZ Stock Holding History

RD Lewis Holdings’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
-1,461
Closed -$235K – 90
2025
Q4 		$235K Buy
+1,461
New +$200K 0.2% 80
2025
Q3 		– Sell
-1,496
Closed -$259K – 85
2025
Q2 		$259K Buy
1,496
+345
+30% +$61.9K 0.26% 73
2025
Q1 		$215K Buy
+1,151
New +$209K 0.24% 80

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

RD Lewis Holdings's STZ Position: Q1 2026 in Review

RD Lewis Holdings sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 1,461 shares — an estimated $235K sold.

RD Lewis Holdings first reported a position in STZ in Q1 2025 and held it in 3 quarters. The position peaked at $259K in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • RD Lewis Holdings reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • RD Lewis Holdings sold 1,461 Constellation Brands shares in Q1 2026, an estimated $235K.
  • RD Lewis Holdings first reported a position in Constellation Brands in Q1 2025 and held it in 3 quarters.
  • RD Lewis Holdings's Constellation Brands position peaked at $259K in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.