Western Wealth Management’s Constellation Brands STZ Stock Holding History

Western Wealth Management’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	$1.13M	Buy	+7,519	New	+$1.16M	0.04%	409
2025 Q1	–	Sell	-910	Closed	-$201K	–	704
2024 Q4	$201K	Sell	910 -4,027	-82%	-$957K	0.01%	644
2024 Q3	$1.27M	Buy	4,937 +3,791	+331%	+$940K	0.07%	266
2024 Q2	$295K	Buy	1,146 +1	+0.1%	+$257	0.02%	507
2024 Q1	$311K	Sell	1,145 -3,897	-77%	-$986K	0.02%	495
2023 Q4	$1.22M	Sell	5,042 -51	-1%	-$12.1K	0.09%	239
2023 Q3	$1.28M	Buy	5,093 +184	+4%	+$48K	0.11%	199
2023 Q2	$1.21M	Buy	4,909 +260	+6%	+$60.8K	0.1%	203
2023 Q1	$1.05M	Buy	4,649 +214	+5%	+$47.6K	0.1%	224
2022 Q4	$1.03M	Sell	4,435 -1,128	-20%	-$270K	0.11%	214
2022 Q3	$1.33M	Buy	5,563 +716	+15%	+$174K	0.08%	250
2022 Q2	$1.16M	Buy	4,847 +229	+5%	+$55.7K	0.07%	275
2022 Q1	$1.06M	Buy	4,618 +3,475	+304%	+$802K	0.05%	325
2021 Q4	$287K	Buy	+1,143	New	+$260K	0.03%	484
2021 Q2	$907K	Buy	3,857 +1,856	+93%	+$436K	0.09%	229
2021 Q1	$456K	Buy	2,001 +1,086	+119%	+$245K	0.06%	300
2020 Q4	$200K	Buy	+915	New	+$180K	0.03%	451
2020 Q2	–	Sell	-1,901	Closed	-$273K	–	451
2020 Q1	$273K	Sell	1,901 -1,870	-50%	-$330K	0.06%	281
2019 Q4	$716K	Sell	3,771 -457	-11%	-$86.3K	0.11%	183
2019 Q3	$874K	Buy	4,228 +139	+3%	+$27.9K	0.18%	132
2019 Q2	$810K	Buy	4,089 +308	+8%	+$60.1K	0.11%	152
2019 Q1	$662K	Sell	3,781 -384	-9%	-$64.7K	0.15%	164
2018 Q4	$670K	Buy	+4,165	New	+$828K	0.18%	139

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

Western Wealth Management's STZ Position: Q1 2026 in Review

Western Wealth Management opened a new position in Constellation Brands (STZ) in Q1 2026: 7,519 shares worth $1.13M. The stake represents 0.04% of the portfolio and ranks #409 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in STZ as recently as Q4 2024.

Western Wealth Management first reported a position in STZ in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.33M in Q3 2022. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Western Wealth Management held 7,519 shares of Constellation Brands worth $1.13M as of Q1 2026.
Constellation Brands was a new Western Wealth Management position in Q1 2026.
Constellation Brands made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #409 holding.
Western Wealth Management first reported a position in Constellation Brands in Q4 2018 and has held it in 23 quarters since.
Western Wealth Management's Constellation Brands position peaked at $1.33M in Q3 2022.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.