WFA of San Diego’s Constellation Brands STZ Stock Holding History

WFA of San Diego’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	$66K	Hold	440	–	–	0.05%	161
2025 Q4	$60.7K	Hold	440	–	–	0.04%	179
2025 Q3	$59.3K	Sell	440 -60	-12%	-$9.54K	0.04%	185
2025 Q2	$81.3K	Buy	+500	New	+$89.7K	0.06%	158
2023 Q1	–	Sell	-500	Closed	-$116K	–	380
2022 Q4	$116K	Buy	+500	New	+$120K	0.09%	129
2022 Q1	–	Sell	-500	Closed	-$125K	–	154
2021 Q4	$125K	Buy	+500	New	+$114K	0.07%	148
2021 Q1	–	Sell	-100	Closed	-$219	–	122
2020 Q4	$219	Buy	+100	New	+$19.7K	0.06%	46

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

WFA of San Diego's STZ Position: Q1 2026 in Review

WFA of San Diego held its Constellation Brands (STZ) position steady in Q1 2026 at 440 shares worth $66K. The position accounts for 0.05% of the portfolio, ranked #161.

WFA of San Diego first reported a position in STZ in Q4 2020 and has held it in 7 quarters since. The position peaked at $125K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

WFA of San Diego held 440 shares of Constellation Brands worth $66K as of Q1 2026.
WFA of San Diego left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up 0.05% of WFA of San Diego's portfolio in Q1 2026, its #161 holding.
WFA of San Diego first reported a position in Constellation Brands in Q4 2020 and has held it in 7 quarters since.
WFA of San Diego's Constellation Brands position peaked at $125K in Q4 2021.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.