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Tucker Asset Management’s Constellation Brands STZ Stock Holding History

Tucker Asset 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 		– Sell
-84
Closed -$11.6K – 941
2025
Q4 		$11.6K Buy
+84
New +$11.5K ﹤0.01% 549
2025
Q1 		– Sell
-16
Closed -$3.54K – 850
2024
Q4 		$3.54K Buy
16
+3
+23% +$713 ﹤0.01% 1080
2024
Q3 		$3.35K Hold
13
– – ﹤0.01% 1038
2024
Q2 		$3.35K Buy
13
+9
+225% +$2.31K ﹤0.01% 1185
2024
Q1 		$1.09K Buy
+4
New +$1.01K ﹤0.01% 1429
2023
Q2 		– Sell
-4
Closed -$904 – 1283
2023
Q1 		$904 Buy
+4
New +$890 ﹤0.01% 1000
2021
Q1 		– Sell
-76
Closed -$16.6K – 387
2020
Q4 		$16.6K Buy
+76
New +$14.9K 0.01% 156

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tucker Asset Management's STZ Position: Q1 2026 in Review

Tucker Asset Management sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 84 shares — an estimated $11.6K sold.

Tucker Asset Management first reported a position in STZ in Q4 2020 and held it in 7 quarters. The position peaked at $16.6K in Q4 2020. 1,048 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Tucker Asset Management reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 84 Constellation Brands shares in Q1 2026, an estimated $11.6K.
  • Tucker Asset Management first reported a position in Constellation Brands in Q4 2020 and held it in 7 quarters.
  • Tucker Asset Management's Constellation Brands position peaked at $16.6K in Q4 2020.
  • 1,048 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.