Waverly Advisors’s Constellation Brands STZ Stock Holding History

Waverly 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	$263K	Sell	1,752 -321	-15%	-$49.6K	﹤0.01%	1374
2025 Q4	$286K	Sell	2,073 -299	-13%	-$41K	﹤0.01%	1233
2025 Q3	$319K	Buy	2,372 +235	+11%	+$37.4K	﹤0.01%	1016
2025 Q2	$348K	Buy	2,137 +102	+5%	+$18.3K	﹤0.01%	917
2025 Q1	$373K	Buy	2,035 +308	+18%	+$56K	﹤0.01%	860
2024 Q4	$382K	Buy	1,727 +581	+51%	+$138K	0.01%	750
2024 Q3	$295K	Buy	1,146 +231	+25%	+$57.3K	0.01%	686
2024 Q2	$235K	Buy	915 +158	+21%	+$40.6K	﹤0.01%	725
2024 Q1	$206K	Buy	+757	New	+$192K	﹤0.01%	650
2023 Q4	–	Sell	-7,971	Closed	-$2M	–	461
2023 Q3	$2M	Sell	7,971 -7,633	-49%	-$1.99M	0.09%	132
2023 Q2	$3.84M	Sell	15,604 -453	-3%	-$106K	0.17%	87
2023 Q1	$3.63M	Buy	+16,057	New	+$3.57M	0.19%	75
2018 Q1	–	Sell	-894	Closed	-$204K	–	340
2017 Q4	$204K	Buy	+894	New	+$193K	0.03%	230
2015 Q4	–	Sell	-280	Closed	-$35K	–	356
2015 Q3	$35K	Buy	+280	New	+$34.5K	0.02%	179

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

Waverly Advisors's STZ Position: Q1 2026 in Review

Waverly Advisors reduced its Constellation Brands (STZ) stake by 15% in Q1 2026, selling an estimated $49.6K and leaving 1,752 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Waverly Advisors first reported a position in STZ in Q3 2015 and has held it in 14 quarters since. The position peaked at $3.84M in Q2 2023. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Waverly Advisors held 1,752 shares of Constellation Brands worth $263K as of Q1 2026.
Waverly Advisors sold 321 Constellation Brands shares in Q1 2026, an estimated $49.6K.
Constellation Brands made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1374 holding.
Waverly Advisors first reported a position in Constellation Brands in Q3 2015 and has held it in 14 quarters since.
Waverly Advisors's Constellation Brands position peaked at $3.84M in Q2 2023.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.