Athena Investment Management’s Constellation Brands STZ Stock Holding History

Athena Investment 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 Q2	$301K	Sell	2,163 -195	-8%	-$29K	0.18%	101
2026 Q1	$354K	Hold	2,358	–	–	0.18%	108
2025 Q4	$325K	Hold	2,358	–	–	0.17%	112
2025 Q3	$318K	Hold	2,358	–	–	0.17%	115
2025 Q2	$384K	Hold	2,358	–	–	0.21%	106
2025 Q1	$433K	Hold	2,358	–	–	0.26%	89
2024 Q4	$521K	Hold	2,358	–	–	0.3%	79
2024 Q3	$608K	Hold	2,358	–	–	0.35%	65
2024 Q2	$607K	Sell	2,358 -4	-0.2%	-$1.03K	0.37%	68
2024 Q1	$642K	Hold	2,362	–	–	0.39%	64
2023 Q4	$571K	Hold	2,362	–	–	0.37%	67
2023 Q3	$594K	Hold	2,362	–	–	0.43%	59
2023 Q2	$581K	Hold	2,362	–	–	0.4%	61
2023 Q1	$534K	Hold	2,362	–	–	0.38%	60
2022 Q4	$547K	Hold	2,362	–	–	0.4%	61
2022 Q3	$543K	Hold	2,362	–	–	0.46%	51
2022 Q2	$550K	Hold	2,362	–	–	0.43%	54
2022 Q1	$540K	Buy	+2,362	New	+$545K	0.42%	57

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Athena Investment Management's STZ Position: Q2 2026 in Review

Athena Investment Management reduced its Constellation Brands (STZ) stake by 8.3% in Q2 2026, selling an estimated $29K and leaving 2,163 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #101.

Athena Investment Management first reported a position in STZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $642K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Athena Investment Management held 2,163 shares of Constellation Brands worth $301K as of Q2 2026.
Athena Investment Management sold 195 Constellation Brands shares in Q2 2026, an estimated $29K.
Constellation Brands made up 0.18% of Athena Investment Management's portfolio in Q2 2026, its #101 holding.
Athena Investment Management first reported a position in Constellation Brands in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Constellation Brands position peaked at $642K in Q1 2024.
1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.