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Stratos Wealth Partners’s Constellation Brands STZ Stock Holding History

Stratos Wealth Partners’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 		$495K Sell
3,298
-1,234
-27% -$191K 0.01% 1067
2025
Q4 		$625K Sell
4,532
-4,838
-52% -$664K 0.01% 946
2025
Q3 		$1.26M Buy
9,370
+1,035
+12% +$165K 0.01% 666
2025
Q2 		$1.36M Sell
8,335
-159
-2% -$28.5K 0.02% 607
2025
Q1 		$1.56M Sell
8,494
-251
-3% -$45.6K 0.02% 519
2024
Q4 		$1.93M Sell
8,745
-361
-4% -$85.8K 0.03% 489
2024
Q3 		$2.35M Sell
9,106
-373
-4% -$92.5K 0.03% 424
2024
Q2 		$2.44M Sell
9,479
-361
-4% -$92.8K 0.04% 397
2024
Q1 		$2.67M Sell
9,840
-429
-4% -$109K 0.04% 376
2023
Q4 		$2.48M Sell
10,269
-2,132
-17% -$507K 0.05% 360
2023
Q3 		$3.12M Buy
12,401
+763
+7% +$199K 0.07% 283
2023
Q2 		$2.86M Buy
11,638
+1,022
+10% +$239K 0.06% 285
2023
Q1 		$2.4M Buy
10,616
+322
+3% +$71.7K 0.06% 271
2022
Q4 		$2.39M Sell
10,294
-265
-3% -$63.4K 0.06% 304
2022
Q3 		$2.42M Sell
10,559
-578
-5% -$141K 0.07% 274
2022
Q2 		$2.6M Buy
11,137
+34
+0.3% +$8.28K 0.07% 271
2022
Q1 		$2.56M Buy
11,103
+244
+2% +$56.3K 0.06% 311
2021
Q4 		$2.73M Buy
10,859
+1,979
+22% +$451K 0.06% 289
2021
Q3 		$1.87M Buy
8,880
+2,716
+44% +$593K 0.05% 338
2021
Q2 		$1.44M Sell
6,164
-152
-2% -$35.7K 0.04% 435
2021
Q1 		$1.44M Buy
6,316
+1,623
+35% +$366K 0.04% 398
2020
Q4 		$1.03M Buy
4,693
+167
+4% +$32.8K 0.03% 437
2020
Q3 		$858K Buy
4,526
+79
+2% +$14.4K 0.03% 441
2020
Q2 		$778K Sell
4,447
-686
-13% -$114K 0.03% 442
2020
Q1 		$736K Sell
5,133
-1,169
-19% -$206K 0.03% 401
2019
Q4 		$1.2M Buy
6,302
+738
+13% +$139K 0.05% 344
2019
Q3 		$1.15M Buy
5,564
+1,273
+30% +$256K 0.05% 339
2019
Q2 		$845K Sell
4,291
-182
-4% -$35.5K 0.04% 415
2019
Q1 		$784K Buy
4,473
+1,032
+30% +$174K 0.04% 433
2018
Q4 		$553K Buy
3,441
+479
+16% +$95.2K 0.03% 478
2018
Q3 		$639K Buy
2,962
+178
+6% +$37.8K 0.03% 457
2018
Q2 		$609K Sell
2,784
-2,590
-48% -$585K 0.03% 507
2018
Q1 		$1.23M Buy
5,374
+46
+0.9% +$10.1K 0.05% 320
2017
Q4 		$1.22M Buy
5,328
+125
+2% +$27K 0.05% 303
2017
Q3 		$1.04M Buy
5,203
+2,899
+126% +$574K 0.05% 329
2017
Q2 		$446K Sell
2,304
-285
-11% -$50.7K 0.02% 498
2017
Q1 		$420K Buy
2,589
+735
+40% +$115K 0.02% 468
2016
Q4 		$284K Buy
+1,854
New +$295K 0.02% 533
2016
Q3 		– Sell
-1,300
Closed -$215K – 716
2016
Q2 		$215K Buy
+1,300
New +$204K 0.02% 550

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 Partners's STZ Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Constellation Brands (STZ) stake by 27% in Q1 2026, selling an estimated $191K and leaving 3,298 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #1067.

Stratos Wealth Partners first reported a position in STZ in Q2 2016 and has held it in 39 quarters since. The position peaked at $3.12M in Q3 2023. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Stratos Wealth Partners held 3,298 shares of Constellation Brands worth $495K as of Q1 2026.
  • Stratos Wealth Partners sold 1,234 Constellation Brands shares in Q1 2026, an estimated $191K.
  • Constellation Brands made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1067 holding.
  • Stratos Wealth Partners first reported a position in Constellation Brands in Q2 2016 and has held it in 39 quarters since.
  • Stratos Wealth Partners's Constellation Brands position peaked at $3.12M in Q3 2023.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

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