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Vickerman Investment Advisors’s Constellation Brands STZ Stock Holding History

Vickerman Investment 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 		$1.38M Sell
9,193
-327
-3% -$50.5K 0.29% 52
2025
Q4 		$1.31M Sell
9,520
-7,982
-46% -$1.1M 0.26% 52
2025
Q3 		$2.36M Buy
17,502
+1,110
+7% +$177K 0.48% 52
2025
Q2 		$2.67M Buy
16,392
+13,985
+581% +$2.51M 0.57% 51
2025
Q1 		$442K Buy
+2,407
New +$437K 0.1% 67

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

Vickerman Investment Advisors's STZ Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its Constellation Brands (STZ) stake by 3.4% in Q1 2026, selling an estimated $50.5K and leaving 9,193 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #52.

Vickerman Investment Advisors first reported a position in STZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.67M in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Vickerman Investment Advisors held 9,193 shares of Constellation Brands worth $1.38M as of Q1 2026.
  • Vickerman Investment Advisors sold 327 Constellation Brands shares in Q1 2026, an estimated $50.5K.
  • Constellation Brands made up 0.29% of Vickerman Investment Advisors's portfolio in Q1 2026, its #52 holding.
  • Vickerman Investment Advisors first reported a position in Constellation Brands in Q1 2025 and has held it in 5 quarters since.
  • Vickerman Investment Advisors's Constellation Brands position peaked at $2.67M in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.