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Rialto Wealth Management’s Constellation Brands STZ Stock Holding History

Rialto Wealth Management’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 		$18.6K Buy
124
+7
+6% +$1.08K ﹤0.01% 394
2025
Q4 		$16.1K Sell
117
-47
-29% -$6.45K ﹤0.01% 386
2025
Q3 		$22.1K Sell
164
-16
-9% -$2.54K 0.01% 345
2025
Q2 		$29.3K Buy
180
+4
+2% +$717 0.01% 308
2025
Q1 		$32.3K Buy
176
+10
+6% +$1.82K 0.01% 292
2024
Q4 		$36.7K Buy
+166
New +$39.4K 0.01% 279

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

Rialto Wealth Management's STZ Position: Q1 2026 in Review

Rialto Wealth Management increased its Constellation Brands (STZ) stake by 6% in Q1 2026, buying an estimated $1.08K and bringing the position to 124 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Rialto Wealth Management first reported a position in STZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.7K in Q4 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Rialto Wealth Management held 124 shares of Constellation Brands worth $18.6K as of Q1 2026.
  • Rialto Wealth Management bought 7 Constellation Brands shares in Q1 2026, an estimated $1.08K.
  • Constellation Brands made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #394 holding.
  • Rialto Wealth Management first reported a position in Constellation Brands in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Constellation Brands position peaked at $36.7K in Q4 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.