Valley Wealth Managers’s Constellation Brands STZ Stock Holding History

Valley Wealth Managers’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	$15K	Hold	100	–	–	﹤0.01%	255
2025 Q4	$13.8K	Hold	100	–	–	﹤0.01%	266
2025 Q3	$13.5K	Hold	100	–	–	﹤0.01%	250
2025 Q2	$16.3K	Hold	100	–	–	﹤0.01%	231
2025 Q1	$18.4K	Hold	100	–	–	﹤0.01%	248
2024 Q4	$22.1K	Hold	100	–	–	﹤0.01%	257
2024 Q3	$25.8K	Hold	100	–	–	﹤0.01%	253
2024 Q2	$25.7K	Hold	100	–	–	﹤0.01%	246
2024 Q1	$27.2K	Hold	100	–	–	﹤0.01%	233
2023 Q4	$24.2K	Hold	100	–	–	﹤0.01%	238
2023 Q3	$25.1K	Hold	100	–	–	﹤0.01%	247
2023 Q2	$24.6K	Sell	100 -13	-12%	-$3.04K	﹤0.01%	238
2023 Q1	$25.5K	Sell	113 -39	-26%	-$8.68K	﹤0.01%	245
2022 Q4	$35.2K	Buy	152 +39	+35%	+$9.33K	﹤0.01%	246
2022 Q3	$26K	Hold	113	–	–	﹤0.01%	275
2022 Q2	$26K	Buy	+113	New	+$27.5K	﹤0.01%	285
2020 Q1	–	Sell	-2,081	Closed	-$394K	–	183
2019 Q4	$394K	Buy	2,081 +25	+1%	+$4.72K	0.04%	147
2019 Q3	$426K	Sell	2,056 -975	-32%	-$196K	0.05%	145
2019 Q2	$597K	Sell	3,031 -582	-16%	-$114K	0.06%	128
2019 Q1	$633K	Buy	+3,613	New	+$609K	0.07%	135

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Valley Wealth Managers's STZ Position: Q1 2026 in Review

Valley Wealth Managers held its Constellation Brands (STZ) position steady in Q1 2026 at 100 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Valley Wealth Managers first reported a position in STZ in Q1 2019 and has held it in 20 quarters since. The position peaked at $633K in Q1 2019. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Valley Wealth Managers held 100 shares of Constellation Brands worth $15K as of Q1 2026.
Valley Wealth Managers left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #255 holding.
Valley Wealth Managers first reported a position in Constellation Brands in Q1 2019 and has held it in 20 quarters since.
Valley Wealth Managers's Constellation Brands position peaked at $633K in Q1 2019.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.