Back to STZ
WealthPlan Investment Management, LLC → STZ
WealthPlan Investment Management, LLC STZ Position History
Constellation Brands, Inc. • Manufacturing
Quarters held
5
Latest value
$538K
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.7M |
| Q4 2025 | $2.3M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.1M |
| Q3 2026 | $538K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $538K | 4.8K | — | — |
| Q2 2026 | $1.1M | 8.1K | — | — |
| Q1 2026 | $1.6M | 10.8K | — | — |
| Q4 2025 | $2.3M | 16.5K | — | — |
| Q3 2025 | $4.7M | 34.9K | — | — |
Other funds holding STZ
$1.1B
$944.3M
$944.3M