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 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

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

Athena Investment Management's STZ Position: Q1 2026 in Review

Athena Investment Management held its Constellation Brands (STZ) position steady in Q1 2026 at 2,358 shares worth $354K. The position accounts for 0.18% of the portfolio, ranked #108.

Athena Investment Management first reported a position in STZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $642K in Q1 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Athena Investment Management held 2,358 shares of Constellation Brands worth $354K as of Q1 2026.
Athena Investment Management left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up 0.18% of Athena Investment Management's portfolio in Q1 2026, its #108 holding.
Athena Investment Management first reported a position in Constellation Brands in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Constellation Brands position peaked at $642K in Q1 2024.
1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.