SWA
STZ icon

Stratos Wealth Advisors’s Constellation Brands STZ Stock Holding History

Stratos 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 		$452K Sell
3,016
-102
-3% -$15.8K 0.03% 406
2025
Q4 		$430K Buy
3,118
+204
+7% +$28K 0.02% 463
2025
Q3 		$393K Sell
2,914
-447
-13% -$71.1K 0.02% 497
2025
Q2 		$547K Buy
3,361
+114
+4% +$20.4K 0.03% 434
2025
Q1 		$596K Buy
3,247
+214
+7% +$38.9K 0.03% 401
2024
Q4 		$670K Buy
3,033
+120
+4% +$28.5K 0.03% 403
2024
Q3 		$751K Buy
2,913
+175
+6% +$43.4K 0.03% 407
2024
Q2 		$705K Buy
2,738
+410
+18% +$105K 0.03% 399
2024
Q1 		$633K Buy
2,328
+123
+6% +$31.1K 0.04% 415
2023
Q4 		$533K Buy
2,205
+77
+4% +$18.3K 0.03% 452
2023
Q3 		$535K Sell
2,128
-84
-4% -$21.9K 0.04% 420
2023
Q2 		$544K Sell
2,212
-1
-0% -$234 0.04% 420
2023
Q1 		$500K Sell
2,213
-138
-6% -$30.7K 0.04% 417
2022
Q4 		$545K Sell
2,351
-52
-2% -$12.4K 0.05% 384
2022
Q3 		$552K Buy
2,403
+22
+0.9% +$5.36K 0.06% 341
2022
Q2 		$555K Sell
2,381
-532
-18% -$129K 0.05% 344
2022
Q1 		$671K Buy
2,913
+561
+24% +$130K 0.05% 331
2021
Q4 		$590K Buy
2,352
+120
+5% +$27.3K 0.04% 367
2021
Q3 		$470K Buy
2,232
+101
+5% +$22K 0.04% 373
2021
Q2 		$499K Buy
2,131
+353
+20% +$82.9K 0.04% 357
2021
Q1 		$405K Buy
1,778
+137
+8% +$30.9K 0.04% 349
2020
Q4 		$360K Buy
1,641
+165
+11% +$32.4K 0.05% 292
2020
Q3 		$280K Buy
+1,476
New +$269K 0.07% 263

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

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

Stratos Wealth Advisors reduced its Constellation Brands (STZ) stake by 3.3% in Q1 2026, selling an estimated $15.8K and leaving 3,016 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #406.

Stratos Wealth Advisors first reported a position in STZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $751K in Q3 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Stratos Wealth Advisors held 3,016 shares of Constellation Brands worth $452K as of Q1 2026.
  • Stratos Wealth Advisors sold 102 Constellation Brands shares in Q1 2026, an estimated $15.8K.
  • Constellation Brands made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #406 holding.
  • Stratos Wealth Advisors first reported a position in Constellation Brands in Q3 2020 and has held it in 23 quarters since.
  • Stratos Wealth Advisors's Constellation Brands position peaked at $751K in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.