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SFMG Wealth Advisors’s Constellation Brands STZ Stock Holding History

SFMG Wealth 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 		$421K Sell
2,808
-598
-18% -$92.4K 0.03% 209
2025
Q4 		$470K Buy
3,406
+376
+12% +$51.6K 0.03% 194
2025
Q3 		$408K Buy
3,030
+227
+8% +$36.1K 0.03% 198
2025
Q2 		$456K Buy
2,803
+53
+2% +$9.51K 0.03% 164
2025
Q1 		$505K Sell
2,750
-598
-18% -$109K 0.04% 148
2024
Q4 		$740K Buy
3,348
+2
+0.1% +$475 0.06% 116
2024
Q3 		$862K Buy
3,346
+3
+0.1% +$744 0.07% 105
2024
Q2 		$860K Sell
3,343
-2
-0.1% -$514 0.07% 96
2024
Q1 		$909K Sell
3,345
-229
-6% -$57.9K 0.08% 96
2023
Q4 		$864K Sell
3,574
-20
-0.6% -$4.76K 0.08% 94
2023
Q3 		$903K Sell
3,594
-29
-0.8% -$7.57K 0.09% 90
2023
Q2 		$892K Sell
3,623
-34
-0.9% -$7.96K 0.09% 91
2023
Q1 		$826K Buy
3,657
+86
+2% +$19.1K 0.09% 94
2022
Q4 		$828K Buy
3,571
+2
+0.1% +$479 0.09% 98
2022
Q3 		$797K Buy
3,569
+2
+0.1% +$487 0.09% 97
2022
Q2 		$831K Buy
3,567
+3
+0.1% +$730 0.1% 95
2022
Q1 		$821K Sell
3,564
-7
-0.2% -$1.62K 0.08% 104
2021
Q4 		$896K Sell
3,571
-308
-8% -$70.2K 0.09% 105
2021
Q3 		$817K Sell
3,879
-6,833
-64% -$1.49M 0.09% 102
2021
Q2 		$2.5M Buy
10,712
+31
+0.3% +$7.28K 0.28% 45
2021
Q1 		$2.44M Buy
10,681
+2,691
+34% +$606K 0.28% 45
2020
Q4 		$1.75M Buy
7,990
+1,713
+27% +$337K 0.22% 56
2020
Q3 		$1.19M Buy
6,277
+102
+2% +$18.6K 0.16% 56
2020
Q2 		$1.08M Buy
6,175
+2,160
+54% +$360K 0.15% 55
2020
Q1 		$576K Buy
4,015
+474
+13% +$83.6K 0.09% 67
2019
Q4 		$672K Sell
3,541
-112
-3% -$21.1K 0.08% 83
2019
Q3 		$757K Buy
3,653
+2
+0.1% +$402 0.1% 65
2019
Q2 		$745K Sell
3,651
-700
-16% -$137K 0.1% 65
2019
Q1 		$652K Buy
+4,351
New +$733K 0.09% 60

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

SFMG Wealth Advisors's STZ Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Constellation Brands (STZ) stake by 18% in Q1 2026, selling an estimated $92.4K and leaving 2,808 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #209.

SFMG Wealth Advisors first reported a position in STZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.5M in Q2 2021. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • SFMG Wealth Advisors held 2,808 shares of Constellation Brands worth $421K as of Q1 2026.
  • SFMG Wealth Advisors sold 598 Constellation Brands shares in Q1 2026, an estimated $92.4K.
  • Constellation Brands made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #209 holding.
  • SFMG Wealth Advisors first reported a position in Constellation Brands in Q1 2019 and has held it in 29 quarters since.
  • SFMG Wealth Advisors's Constellation Brands position peaked at $2.5M in Q2 2021.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.