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SageView Advisory Group’s Constellation Brands STZ Stock Holding History

SageView Advisory Group’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
-191
Closed -$26.4K – 2207
2025
Q4 		$26.4K Buy
+191
New +$26.2K ﹤0.01% 1340
2024
Q3 		– Sell
-785
Closed -$202K – 569
2024
Q2 		$202K Buy
+785
New +$202K 0.01% 542
2024
Q1 		– Sell
-949
Closed -$236K – 783
2023
Q4 		$236K Buy
949
+69
+8% +$16.4K 0.01% 581
2023
Q3 		$221K Sell
880
-36
-4% -$9.4K 0.01% 494
2023
Q2 		$225K Buy
+916
New +$214K 0.01% 511

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 40.89% 1-Year Est. Return

SageView Advisory Group's STZ Position: Q1 2026 in Review

SageView Advisory Group sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 191 shares — an estimated $26.4K sold.

SageView Advisory Group first reported a position in STZ in Q2 2023 and held it in 5 quarters. The position peaked at $236K in Q4 2023. 1,048 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • SageView Advisory Group reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 191 Constellation Brands shares in Q1 2026, an estimated $26.4K.
  • SageView Advisory Group first reported a position in Constellation Brands in Q2 2023 and held it in 5 quarters.
  • SageView Advisory Group's Constellation Brands position peaked at $236K in Q4 2023.
  • 1,048 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.