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Red Tortoise LLC’s Constellation Brands STZ Stock Holding History

Red Tortoise LLC’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 		$4.35K Hold
29
– – ﹤0.01% 406
2025
Q4 		$4K Sell
29
-27
-48% -$3.7K ﹤0.01% 418
2025
Q3 		$7.54K Buy
+56
New +$8.91K ﹤0.01% 327

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

Red Tortoise LLC's STZ Position: Q1 2026 in Review

Red Tortoise LLC held its Constellation Brands (STZ) position steady in Q1 2026 at 29 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Red Tortoise LLC first reported a position in STZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.54K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Red Tortoise LLC held 29 shares of Constellation Brands worth $4.35K as of Q1 2026.
  • Red Tortoise LLC left its Constellation Brands share count unchanged in Q1 2026.
  • Constellation Brands made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #406 holding.
  • Red Tortoise LLC first reported a position in Constellation Brands in Q3 2025 and has held it in 3 quarters since.
  • Red Tortoise LLC's Constellation Brands position peaked at $7.54K in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.