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TFC Financial Management’s Constellation Brands STZ Stock Holding History

TFC Financial Management’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 		$600 Hold
4
– – ﹤0.01% 678
2025
Q4 		$552 Buy
+4
New +$549 ﹤0.01% 690
2025
Q3 		– Sell
-10
Closed -$1.63K – 1054
2025
Q2 		$1.63K Sell
10
-54
-84% -$9.69K ﹤0.01% 527
2025
Q1 		$11.7K Sell
64
-3
-4% -$545 ﹤0.01% 352
2024
Q4 		$14.8K Buy
67
+2
+3% +$475 ﹤0.01% 335
2024
Q3 		$16.8K Hold
65
– – ﹤0.01% 338
2024
Q2 		$16.7K Sell
65
-1
-2% -$257 ﹤0.01% 311
2024
Q1 		$17.9K Buy
66
+1
+2% +$253 ﹤0.01% 301
2023
Q4 		$15.7K Sell
65
-2
-3% -$476 ﹤0.01% 303
2023
Q3 		$16.8K Hold
67
– – ﹤0.01% 303
2023
Q2 		$16.5K Buy
67
+62
+1,240% +$14.5K ﹤0.01% 299
2023
Q1 		$1.13K Hold
5
– – ﹤0.01% 503
2022
Q4 		$1.16K Hold
5
– – ﹤0.01% 443
2022
Q3 		$1K Hold
5
– – ﹤0.01% 500
2022
Q2 		$1K Hold
5
– – ﹤0.01% 502
2022
Q1 		$1K Hold
5
– – ﹤0.01% 509
2021
Q4 		$1K Hold
5
– – ﹤0.01% 560
2021
Q3 		$1K Hold
5
– – ﹤0.01% 547
2021
Q2 		$1K Hold
5
– – ﹤0.01% 552
2021
Q1 		$1K Hold
5
– – ﹤0.01% 543
2020
Q4 		$1K Hold
5
– – ﹤0.01% 527
2020
Q3 		$1K Buy
+5
New +$912 ﹤0.01% 500

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

TFC Financial Management's STZ Position: Q1 2026 in Review

TFC Financial Management held its Constellation Brands (STZ) position steady in Q1 2026 at 4 shares worth $600. The position accounts for ﹤0.01% of the portfolio, ranked #678.

TFC Financial Management first reported a position in STZ in Q3 2020 and has held it in 22 quarters since. The position peaked at $17.9K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • TFC Financial Management held 4 shares of Constellation Brands worth $600 as of Q1 2026.
  • TFC Financial Management left its Constellation Brands share count unchanged in Q1 2026.
  • Constellation Brands made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #678 holding.
  • TFC Financial Management first reported a position in Constellation Brands in Q3 2020 and has held it in 22 quarters since.
  • TFC Financial Management's Constellation Brands position peaked at $17.9K in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.