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Truvestments Capital’s Constellation Brands STZ Stock Holding History

Truvestments Capital’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 		$26.1K Buy
174
+1
+0.6% +$154 ﹤0.01% 587
2025
Q4 		$23.9K Buy
173
+1
+0.6% +$137 ﹤0.01% 562
2025
Q3 		$23.1K Buy
172
+1
+0.6% +$159 ﹤0.01% 569
2025
Q2 		$27.8K Buy
171
+1
+0.6% +$179 0.01% 488
2025
Q1 		$31.1K Sell
170
-65
-28% -$11.8K 0.01% 482
2024
Q4 		$51.9K Buy
235
+1
+0.4% +$238 0.01% 363
2024
Q3 		$60.3K Buy
+234
New +$58K 0.02% 341
2024
Q2 		– Sell
-167
Closed -$45.3K – 629
2024
Q1 		$45.3K Sell
167
-24
-13% -$6.07K 0.02% 360
2023
Q4 		$46.2K Buy
191
+1
+0.5% +$238 0.02% 330
2023
Q3 		$47.9K Buy
190
+25
+15% +$6.53K 0.02% 289
2023
Q2 		$40.6K Buy
165
+1
+0.6% +$234 0.02% 310
2023
Q1 		$37.1K Hold
164
– – 0.02% 322
2022
Q4 		$37.9K Buy
164
+1
+0.6% +$239 0.02% 326
2022
Q3 		$37K Hold
163
– – 0.02% 283
2022
Q2 		$38K Buy
+163
New +$39.7K 0.02% 285
2022
Q1 		– Sell
-162
Closed -$41K – 502
2021
Q4 		$41K Buy
162
+1
+0.6% +$228 0.02% 287
2021
Q3 		$34K Buy
161
+1
+0.6% +$218 0.02% 280
2021
Q2 		$38K Sell
160
-150
-48% -$35.2K 0.02% 271
2021
Q1 		$70K Sell
310
-49
-14% -$11K 0.04% 246
2020
Q4 		$78K Buy
359
+159
+80% +$31.3K 0.05% 213
2020
Q3 		$38K Sell
200
-158
-44% -$28.8K 0.03% 198
2020
Q2 		$61K Buy
358
+201
+128% +$33.5K 0.06% 189
2020
Q1 		$22K Buy
+157
New +$27.7K 0.03% 258
2019
Q4 		– Sell
-156
Closed -$32K – 530
2019
Q3 		$32K Sell
156
-251
-62% -$50.4K 0.02% 335
2019
Q2 		$80K Buy
407
+1
+0.2% +$195 0.05% 208
2019
Q1 		$71K Buy
+406
New +$68.4K 0.05% 202
2018
Q3 		$137K Buy
+636
New +$135K 0.07% 214

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

Truvestments Capital's STZ Position: Q1 2026 in Review

Truvestments Capital increased its Constellation Brands (STZ) stake by 0.58% in Q1 2026, buying an estimated $154 and bringing the position to 174 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Truvestments Capital first reported a position in STZ in Q3 2018 and has held it in 27 quarters since. The position peaked at $137K in Q3 2018. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Truvestments Capital held 174 shares of Constellation Brands worth $26.1K as of Q1 2026.
  • Truvestments Capital bought 1 Constellation Brands share in Q1 2026, an estimated $154.
  • Constellation Brands made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #587 holding.
  • Truvestments Capital first reported a position in Constellation Brands in Q3 2018 and has held it in 27 quarters since.
  • Truvestments Capital's Constellation Brands position peaked at $137K in Q3 2018.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.