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Souders Financial Advisors’s Constellation Brands STZ Stock Holding History

Souders Financial 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 		– Sell
-1,577
Closed -$218K – 226
2025
Q4 		$218K Buy
+1,577
New +$216K 0.02% 201
2025
Q3 		– Sell
-1,906
Closed -$310K – 211
2025
Q2 		$310K Sell
1,906
-1,311
-41% -$235K 0.04% 163
2025
Q1 		$590K Sell
3,217
-4,358
-58% -$792K 0.08% 121
2024
Q4 		$1.67M Sell
7,575
-5,208
-41% -$1.24M 0.23% 76
2024
Q3 		$3.29M Buy
12,783
+864
+7% +$214K 0.46% 64
2024
Q2 		$3.07M Buy
+11,919
New +$3.07M 0.46% 63

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

Souders Financial Advisors's STZ Position: Q1 2026 in Review

Souders Financial Advisors sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 1,577 shares — an estimated $218K sold.

Souders Financial Advisors first reported a position in STZ in Q2 2024 and held it in 6 quarters. The position peaked at $3.29M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Souders Financial Advisors reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 1,577 Constellation Brands shares in Q1 2026, an estimated $218K.
  • Souders Financial Advisors first reported a position in Constellation Brands in Q2 2024 and held it in 6 quarters.
  • Souders Financial Advisors's Constellation Brands position peaked at $3.29M in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.