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Sage Mountain Advisors’s Constellation Brands STZ Stock Holding History

Sage Mountain 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
-2,440
Closed -$337K – 529
2025
Q4 		$337K Buy
+2,440
New +$335K 0.02% 360
2024
Q3 		– Sell
-882
Closed -$227K – 499
2024
Q2 		$227K Buy
882
+12
+1% +$3.09K 0.02% 312
2024
Q1 		$236K Buy
+870
New +$220K 0.02% 291

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sage Mountain Advisors's STZ Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 2,440 shares — an estimated $337K sold.

Sage Mountain Advisors first reported a position in STZ in Q1 2024 and held it in 3 quarters. The position peaked at $337K in Q4 2025. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,440 Constellation Brands shares in Q1 2026, an estimated $337K.
  • Sage Mountain Advisors first reported a position in Constellation Brands in Q1 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's Constellation Brands position peaked at $337K in Q4 2025.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.