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Twin Peaks Wealth Advisors’s Constellation Brands STZ Stock Holding History

Twin Peaks Wealth Advisors’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 		$25.7K Buy
+171
New +$26.4K 0.01% 625
2025
Q3 		– Sell
-286
Closed -$48.6K – 1876
2025
Q2 		$48.6K Buy
+286
New +$51.3K 0.02% 354

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

Twin Peaks Wealth Advisors's STZ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Constellation Brands (STZ) in Q1 2026: 171 shares worth $25.7K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in STZ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in STZ in Q2 2025 and has held it in 2 quarters since. The position peaked at $48.6K in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 171 shares of Constellation Brands worth $25.7K as of Q1 2026.
  • Constellation Brands was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Constellation Brands made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #625 holding.
  • Twin Peaks Wealth Advisors first reported a position in Constellation Brands in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Constellation Brands position peaked at $48.6K in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.