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Vestmark Advisory Solutions’s Constellation Brands STZ Stock Holding History

Vestmark Advisory Solutions’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
-2,326
Closed -$321K – 1415
2025
Q4 		$321K Buy
+2,326
New +$319K ﹤0.01% 1089
2024
Q4 		– Sell
-1,823
Closed -$470K – 607
2024
Q3 		$470K Sell
1,823
-3
-0.2% -$744 0.02% 388
2024
Q2 		$470K Buy
1,826
+3
+0.2% +$772 0.02% 412
2024
Q1 		$495K Buy
1,823
+364
+25% +$92.1K 0.02% 387
2023
Q4 		$353K Buy
+1,459
New +$347K 0.02% 386
2023
Q3 		– Sell
-5,218
Closed -$1.28M – 816
2023
Q2 		$1.28M Buy
5,218
+87
+2% +$20.4K 0.05% 392
2023
Q1 		$1.16M Sell
5,131
-102
-2% -$22.7K 0.05% 401
2022
Q4 		$1.21M Sell
5,233
-12
-0.2% -$2.87K 0.06% 364
2022
Q3 		$1.21M Buy
5,245
+40
+0.8% +$9.75K 0.07% 336
2022
Q2 		$1.21M Sell
5,205
-16
-0.3% -$3.89K 0.07% 316
2022
Q1 		$1.2M Buy
5,221
+818
+19% +$189K 0.07% 318
2021
Q4 		$1.1M Buy
4,403
+994
+29% +$227K 0.06% 342
2021
Q3 		$718K Buy
3,409
+235
+7% +$51.3K 0.05% 396
2021
Q2 		$742K Buy
3,174
+544
+21% +$128K 0.05% 381
2021
Q1 		$600K Sell
2,630
-492
-16% -$111K 0.05% 395
2020
Q4 		$684K Sell
3,122
-203
-6% -$39.9K 0.08% 300
2020
Q3 		$630K Sell
3,325
-10
-0.3% -$1.82K 0.08% 286
2020
Q2 		$583K Sell
3,335
-407
-11% -$67.8K 0.09% 275
2020
Q1 		$536K Buy
+3,742
New +$660K 0.1% 251
2019
Q4 		– Sell
-3,448
Closed -$715K – 491
2019
Q3 		$715K Sell
3,448
-302
-8% -$60.6K 0.12% 230
2019
Q2 		$738K Buy
3,750
+27
+0.7% +$5.27K 0.13% 215
2019
Q1 		$653K Buy
+3,723
New +$627K 0.12% 234

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 40.91% 1-Year Est. Return

Vestmark Advisory Solutions's STZ Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 2,326 shares — an estimated $321K sold.

Vestmark Advisory Solutions first reported a position in STZ in Q1 2019 and held it in 22 quarters. The position peaked at $1.28M in Q2 2023. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Vestmark Advisory Solutions reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 2,326 Constellation Brands shares in Q1 2026, an estimated $321K.
  • Vestmark Advisory Solutions first reported a position in Constellation Brands in Q1 2019 and held it in 22 quarters.
  • Vestmark Advisory Solutions's Constellation Brands position peaked at $1.28M in Q2 2023.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.