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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
Q2 		– Sell
-48,750
Closed -$7.31M – 1006
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atom Investors's STZ Position: Q2 2026 in Review

Atom Investors sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 48,750 shares — an estimated $7.31M sold.

Atom Investors first reported a position in STZ in Q2 2019 and held it in 13 quarters. The position peaked at $7.37M in Q2 2025. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Atom Investors reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Atom Investors sold 48,750 Constellation Brands shares in Q2 2026, an estimated $7.31M.
  • Atom Investors first reported a position in Constellation Brands in Q2 2019 and held it in 13 quarters.
  • Atom Investors's Constellation Brands position peaked at $7.37M in Q2 2025.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.