Smartleaf Asset Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$302K Buy
2,000
+662
+49% +$102K 0.01% 654
2025
Q4
$188K Buy
1,338
+74
+6% +$10.2K 0.01% 829
2025
Q3
$173K Buy
1,264
+292
+30% +$46.4K 0.01% 786
2025
Q2
$157K Buy
972
+128
+15% +$23K 0.01% 666
2025
Q1
$155K Sell
844
-294
-26% -$53.4K 0.02% 656
2024
Q4
$250K Buy
1,138
+209
+22% +$49.7K 0.03% 481
2024
Q3
$240K Buy
929
+324
+54% +$80.3K 0.03% 441
2024
Q2
$155K Buy
605
+343
+131% +$88.2K 0.03% 449
2024
Q1
$71.3K Buy
262
+253
+2,811% +$64K 0.01% 600
2023
Q4
$2.18K Buy
+9
New +$2.14K ﹤0.01% 954

Other funds holding STZ

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

Smartleaf Asset Management increased its Constellation Brands (STZ) stake by 49% in Q1 2026, buying an estimated $102K and bringing the position to 2,000 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #654.

Smartleaf Asset Management first reported a position in STZ in Q4 2023 and has held it in 10 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Smartleaf Asset Management held 2,000 shares of Constellation Brands worth $302K as of Q1 2026.
  • Smartleaf Asset Management bought 662 Constellation Brands shares in Q1 2026, an estimated $102K.
  • Constellation Brands made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #654 holding.
  • Smartleaf Asset Management first reported a position in Constellation Brands in Q4 2023 and has held it in 10 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.