Richard Bernstein Advisors’s Constellation Brands STZ Stock Holding History

Richard Bernstein Advisors’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	-10,904	Closed	-$1.5M	–	251
2025 Q4	$1.5M	Sell	10,904 -1,360	-11%	-$187K	0.04%	92
2025 Q3	$1.65M	Sell	12,264 -15,078	-55%	-$2.4M	0.05%	113
2025 Q2	$4.45M	Buy	+27,342	New	+$4.9M	0.11%	78
2023 Q3	–	Sell	-9,687	Closed	-$2.38M	–	238
2023 Q2	$2.38M	Hold	9,687	–	–	0.05%	135
2023 Q1	$2.19M	Hold	9,687	–	–	0.05%	152
2022 Q4	$2.24M	Buy	+9,687	New	+$2.32M	0.05%	152

Other funds holding STZ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Richard Bernstein Advisors's STZ Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 10,904 shares — an estimated $1.5M sold.

Richard Bernstein Advisors first reported a position in STZ in Q4 2022 and held it in 6 quarters. The position peaked at $4.45M in Q2 2025. 1,048 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Richard Bernstein Advisors reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
Richard Bernstein Advisors sold 10,904 Constellation Brands shares in Q1 2026, an estimated $1.5M.
Richard Bernstein Advisors first reported a position in Constellation Brands in Q4 2022 and held it in 6 quarters.
Richard Bernstein Advisors's Constellation Brands position peaked at $4.45M in Q2 2025.
1,048 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.