Atom Investors’s Constellation Brands STZ Stock Holding History

Atom Investors’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	$7.31M	Buy	48,750 +12,710	+35%	+$1.96M	0.52%	26
2025 Q4	$4.97M	Buy	36,040 +16,651	+86%	+$2.28M	0.39%	65
2025 Q3	$2.61M	Sell	19,389 -25,928	-57%	-$4.12M	0.2%	140
2025 Q2	$7.37M	Buy	+45,317	New	+$8.13M	0.65%	24
2023 Q2	–	Sell	-1,782	Closed	-$403K	–	367
2023 Q1	$403K	Buy	1,782 +393	+28%	+$87.5K	0.22%	119
2022 Q4	$322K	Buy	+1,389	New	+$332K	0.16%	130
2021 Q4	–	Sell	-14,886	Closed	-$3.14M	–	398
2021 Q3	$3.14M	Buy	+14,886	New	+$3.25M	0.25%	46
2020 Q4	–	Sell	-1,573	Closed	-$298K	–	551
2020 Q3	$298K	Buy	1,573 +52	+3%	+$9.48K	0.03%	297
2020 Q2	$266K	Hold	1,521	–	–	0.02%	332
2020 Q1	$218K	Sell	1,521 -33	-2%	-$5.82K	0.02%	262
2019 Q4	$295K	Buy	1,554 +443	+40%	+$83.7K	0.02%	201
2019 Q3	$230K	Sell	1,111 -5,487	-83%	-$1.1M	0.02%	261
2019 Q2	$1.3M	Buy	+6,598	New	+$1.29M	0.08%	231

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

Atom Investors's STZ Position: Q1 2026 in Review

Atom Investors increased its Constellation Brands (STZ) stake by 35% in Q1 2026, buying an estimated $1.96M and bringing the position to 48,750 shares worth $7.31M. The position accounts for 0.52% of the portfolio, ranked #26.

Atom Investors first reported a position in STZ in Q2 2019 and has held it in 13 quarters since. The position peaked at $7.37M in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Atom Investors held 48,750 shares of Constellation Brands worth $7.31M as of Q1 2026.
Atom Investors bought 12,710 Constellation Brands shares in Q1 2026, an estimated $1.96M.
Constellation Brands made up 0.52% of Atom Investors's portfolio in Q1 2026, its #26 holding.
Atom Investors first reported a position in Constellation Brands in Q2 2019 and has held it in 13 quarters since.
Atom Investors's Constellation Brands position peaked at $7.37M in Q2 2025.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.