Secure Asset Management’s Constellation Brands STZ Stock Holding History

Secure Asset 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	–	Sell	-1,572	Closed	-$217K	–	373
2025 Q4	$217K	Sell	1,572 -314	-17%	-$43.1K	0.03%	319
2025 Q3	$262K	Sell	1,886 -122	-6%	-$19.4K	0.04%	268
2025 Q2	$327K	Buy	2,008 +655	+48%	+$117K	0.06%	240
2025 Q1	$248K	Sell	1,353 -6,136	-82%	-$1.11M	0.05%	260
2024 Q4	$1.65M	Buy	7,489 +1,145	+18%	+$272K	0.25%	94
2024 Q3	$1.63M	Buy	6,344 +1,022	+19%	+$253K	0.28%	90
2024 Q2	$1.37M	Buy	5,322 +637	+14%	+$164K	0.26%	96
2024 Q1	$1.27M	Buy	4,685 +3,633	+345%	+$919K	0.3%	93
2023 Q4	$254K	Buy	+1,052	New	+$250K	0.07%	189
2021 Q4	–	Sell	-1,081	Closed	-$228K	–	221
2021 Q3	$228K	Buy	1,081 +213	+25%	+$46.5K	0.11%	159
2021 Q2	$203K	Buy	+868	New	+$204K	0.1%	177

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 40.91% 1-Year Est. Return

Secure Asset Management's STZ Position: Q1 2026 in Review

Secure Asset Management sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 1,572 shares — an estimated $217K sold.

Secure Asset Management first reported a position in STZ in Q2 2021 and held it in 11 quarters. The position peaked at $1.65M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Secure Asset Management reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 1,572 Constellation Brands shares in Q1 2026, an estimated $217K.
Secure Asset Management first reported a position in Constellation Brands in Q2 2021 and held it in 11 quarters.
Secure Asset Management's Constellation Brands position peaked at $1.65M in Q4 2024.
1,048 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.