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Sunbelt Securities’s Constellation Brands STZ Stock Holding History

Sunbelt Securities’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 		$44.5K Buy
297
+3
+1% +$463 ﹤0.01% 1052
2025
Q4 		$40.5K Sell
294
-27
-8% -$3.7K ﹤0.01% 1048
2025
Q3 		$43.2K Buy
321
+11
+4% +$1.75K ﹤0.01% 1035
2025
Q2 		$68.5K Sell
310
-60
-16% -$10.8K 0.01% 867
2025
Q1 		$68K Buy
370
+60
+19% +$10.9K 0.01% 833
2024
Q4 		$68K Buy
310
+1
+0.3% +$238 0.01% 867
2024
Q3 		$79.7K Buy
309
+26
+9% +$6.45K 0.01% 824
2024
Q2 		$72.8K Sell
283
-38
-12% -$9.77K 0.01% 812
2024
Q1 		$87.2K Buy
321
+1
+0.3% +$253 0.01% 743
2023
Q4 		$77.5K Sell
320
-70
-18% -$16.6K 0.01% 729
2023
Q3 		$98.1K Hold
390
– – 0.01% 657
2023
Q2 		$96K Hold
390
– – 0.01% 659
2023
Q1 		$87.6K Buy
+390
New +$86.8K 0.01% 611
2020
Q1 		– Sell
-1,758
Closed -$334K – 623
2019
Q4 		$334K Buy
1,758
+101
+6% +$19.1K 0.04% 421
2019
Q3 		$344K Buy
+1,657
New +$333K 0.04% 388

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

Sunbelt Securities's STZ Position: Q1 2026 in Review

Sunbelt Securities increased its Constellation Brands (STZ) stake by 1% in Q1 2026, buying an estimated $463 and bringing the position to 297 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Sunbelt Securities first reported a position in STZ in Q3 2019 and has held it in 15 quarters since. The position peaked at $344K in Q3 2019. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Sunbelt Securities held 297 shares of Constellation Brands worth $44.5K as of Q1 2026.
  • Sunbelt Securities bought 3 Constellation Brands shares in Q1 2026, an estimated $463.
  • Constellation Brands made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1052 holding.
  • Sunbelt Securities first reported a position in Constellation Brands in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's Constellation Brands position peaked at $344K in Q3 2019.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.