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Sanctuary Advisors’s Constellation Brands STZ Stock Holding History

Sanctuary 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 		$4.47M Buy
29,796
+3,224
+12% +$498K 0.02% 594
2025
Q4 		$3.67M Sell
26,572
-4,526
-15% -$621K 0.02% 646
2025
Q3 		$4.19M Buy
31,098
+1,370
+5% +$218K 0.02% 593
2025
Q2 		$4.84M Buy
29,728
+5,791
+24% +$1.04M 0.03% 524
2025
Q1 		$4.39M Sell
23,937
-2,273
-9% -$413K 0.03% 502
2024
Q4 		$4.83M Sell
26,210
-631
-2% -$150K 0.03% 507
2024
Q3 		$6.43M Sell
26,841
-35,945
-57% -$8.91M 0.04% 423
2024
Q2 		$16.3M Buy
+62,786
New +$16.1M 0.12% 177

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

Sanctuary Advisors's STZ Position: Q1 2026 in Review

Sanctuary Advisors increased its Constellation Brands (STZ) stake by 12% in Q1 2026, buying an estimated $498K and bringing the position to 29,796 shares worth $4.47M. The position accounts for 0.02% of the portfolio, ranked #594.

Sanctuary Advisors first reported a position in STZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.3M in Q2 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Sanctuary Advisors held 29,796 shares of Constellation Brands worth $4.47M as of Q1 2026.
  • Sanctuary Advisors bought 3,224 Constellation Brands shares in Q1 2026, an estimated $498K.
  • Constellation Brands made up 0.02% of Sanctuary Advisors's portfolio in Q1 2026, its #594 holding.
  • Sanctuary Advisors first reported a position in Constellation Brands in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Constellation Brands position peaked at $16.3M in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.