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Westfuller Advisors’s Constellation Brands STZ Stock Holding History

Westfuller 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 		$10.3K Buy
69
+8
+13% +$1.24K ﹤0.01% 433
2025
Q4 		$8.45K Sell
61
-1,863
-97% -$256K ﹤0.01% 491
2025
Q3 		$259K Buy
+1,924
New +$306K 0.12% 127

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

Westfuller Advisors's STZ Position: Q1 2026 in Review

Westfuller Advisors increased its Constellation Brands (STZ) stake by 13% in Q1 2026, buying an estimated $1.24K and bringing the position to 69 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Westfuller Advisors first reported a position in STZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $259K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Westfuller Advisors held 69 shares of Constellation Brands worth $10.3K as of Q1 2026.
  • Westfuller Advisors bought 8 Constellation Brands shares in Q1 2026, an estimated $1.24K.
  • Constellation Brands made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #433 holding.
  • Westfuller Advisors first reported a position in Constellation Brands in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Constellation Brands position peaked at $259K in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.