Wallace Advisory Group’s Constellation Brands STZ Stock Holding History

Wallace Advisory Group’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	$383K	Buy	2,550 +612	+32%	+$94.5K	0.41%	54
2025 Q4	$267K	Buy	+1,938	New	+$266K	0.28%	99
2023 Q3	–	Sell	-1,019	Closed	-$230K	–	188
2023 Q2	$230K	Hold	1,019	–	–	0.18%	141
2023 Q1	$230K	Sell	1,019 -35	-3%	-$7.79K	0.18%	141
2022 Q4	$244K	Buy	+1,054	New	+$252K	0.19%	125

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

Wallace Advisory Group's STZ Position: Q1 2026 in Review

Wallace Advisory Group increased its Constellation Brands (STZ) stake by 32% in Q1 2026, buying an estimated $94.5K and bringing the position to 2,550 shares worth $383K. The position accounts for 0.41% of the portfolio, ranked #54.

Wallace Advisory Group first reported a position in STZ in Q4 2022 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Wallace Advisory Group held 2,550 shares of Constellation Brands worth $383K as of Q1 2026.
Wallace Advisory Group bought 612 Constellation Brands shares in Q1 2026, an estimated $94.5K.
Constellation Brands made up 0.41% of Wallace Advisory Group's portfolio in Q1 2026, its #54 holding.
Wallace Advisory Group first reported a position in Constellation Brands in Q4 2022 and has held it in 5 quarters since.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.