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SHP Wealth Management’s Constellation Brands STZ Stock Holding History

SHP Wealth 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 		$7.5K Buy
50
+20
+67% +$3.09K ﹤0.01% 975
2025
Q4 		$4.14K Buy
+30
New +$4.12K ﹤0.01% 1013

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's STZ Position: Q1 2026 in Review

SHP Wealth Management increased its Constellation Brands (STZ) stake by 67% in Q1 2026, buying an estimated $3.09K and bringing the position to 50 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

SHP Wealth Management first reported a position in STZ in Q4 2025 and has held it in 2 quarters since. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • SHP Wealth Management held 50 shares of Constellation Brands worth $7.5K as of Q1 2026.
  • SHP Wealth Management bought 20 Constellation Brands shares in Q1 2026, an estimated $3.09K.
  • Constellation Brands made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #975 holding.
  • SHP Wealth Management first reported a position in Constellation Brands in Q4 2025 and has held it in 2 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.