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TD Private Client Wealth’s Constellation Brands STZ Stock Holding History

TD Private Client Wealth’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 		$142K Buy
947
+83
+10% +$12.8K ﹤0.01% 711
2025
Q4 		$119K Buy
864
+39
+5% +$5.35K ﹤0.01% 738
2025
Q3 		$111K Sell
825
-195
-19% -$31K ﹤0.01% 738
2025
Q2 		$166K Sell
1,020
-2,419
-70% -$434K ﹤0.01% 675
2025
Q1 		$631K Sell
3,439
-1,910
-36% -$347K 0.02% 408
2024
Q4 		$1.18M Sell
5,349
-1,036
-16% -$246K 0.03% 323
2024
Q3 		$1.65M Buy
6,385
+1,439
+29% +$357K 0.05% 280
2024
Q2 		$1.27M Buy
4,946
+72
+1% +$18.5K 0.04% 312
2024
Q1 		$1.32M Sell
4,874
-392
-7% -$99.2K 0.04% 309
2023
Q4 		$1.27M Sell
5,266
-863
-14% -$205K 0.05% 302
2023
Q3 		$1.54M Sell
6,129
-1,407
-19% -$367K 0.07% 250
2023
Q2 		$1.85M Sell
7,536
-476
-6% -$111K 0.08% 234
2023
Q1 		$1.81M Sell
8,012
-96
-1% -$21.4K 0.08% 236
2022
Q4 		$1.88M Sell
8,108
-1,973
-20% -$472K 0.09% 229
2022
Q3 		$2.32M Sell
10,081
-51
-0.5% -$12.4K 0.12% 181
2022
Q2 		$2.36M Sell
10,132
-230
-2% -$56K 0.12% 188
2022
Q1 		$2.39M Buy
10,362
+172
+2% +$39.7K 0.1% 201
2021
Q4 		$2.56M Buy
10,190
+632
+7% +$144K 0.11% 199
2021
Q3 		$2.01M Buy
9,558
+5,449
+133% +$1.19M 0.09% 234
2021
Q2 		$961K Sell
4,109
-85
-2% -$20K 0.04% 332
2021
Q1 		$956K Sell
4,194
-351
-8% -$79.1K 0.04% 319
2020
Q4 		$996K Sell
4,545
-853
-16% -$168K 0.05% 301
2020
Q3 		$1.02M Sell
5,398
-1,350
-20% -$246K 0.06% 289
2020
Q2 		$1.18M Buy
6,748
+3,368
+100% +$561K 0.07% 266
2020
Q1 		$485K Buy
3,380
+1,005
+42% +$177K 0.03% 326
2019
Q4 		$451K Buy
+2,375
New +$449K 0.03% 357

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

TD Private Client Wealth's STZ Position: Q1 2026 in Review

TD Private Client Wealth increased its Constellation Brands (STZ) stake by 9.6% in Q1 2026, buying an estimated $12.8K and bringing the position to 947 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

TD Private Client Wealth first reported a position in STZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.56M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • TD Private Client Wealth held 947 shares of Constellation Brands worth $142K as of Q1 2026.
  • TD Private Client Wealth bought 83 Constellation Brands shares in Q1 2026, an estimated $12.8K.
  • Constellation Brands made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #711 holding.
  • TD Private Client Wealth first reported a position in Constellation Brands in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Constellation Brands position peaked at $2.56M in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.