Bank Julius Baer & Co
STZ icon

Bank Julius Baer & Co’s Constellation Brands STZ Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-813
Closed -$112K – 715
2025
Q4 		$112K Sell
813
-1,675
-67% -$230K ﹤0.01% 526
2025
Q3 		$335K Buy
2,488
+53
+2% +$8.43K ﹤0.01% 448
2025
Q2 		$396K Sell
2,435
-23
-0.9% -$4.13K ﹤0.01% 405
2025
Q1 		$451K Sell
2,458
-4,602
-65% -$836K ﹤0.01% 376
2024
Q4 		$1.72M Buy
7,060
+113
+2% +$26.8K 0.01% 280
2024
Q3 		$2.12M Sell
6,947
-394
-5% -$97.7K 0.01% 251
2024
Q2 		$2.1M Sell
7,341
-872
-11% -$224K 0.01% 209
2024
Q1 		$2.23M Buy
8,213
+26
+0.3% +$6.58K 0.01% 221
2023
Q4 		$1.98M Sell
8,187
-70
-0.8% -$16.6K 0.01% 240
2023
Q3 		$2.08M Sell
8,257
-949
-10% -$248K 0.01% 206
2023
Q2 		$2.27M Buy
9,206
+349
+4% +$81.7K 0.01% 205
2023
Q1 		$2M Buy
8,857
+3,421
+63% +$761K 0.01% 210
2022
Q4 		$1.26M Buy
5,436
+149
+3% +$35.7K 0.01% 235
2022
Q3 		$1.21M Buy
5,287
+45
+0.9% +$11K 0.01% 231
2022
Q2 		$1.22M Sell
5,242
-1,198
-19% -$292K 0.01% 251
2022
Q1 		$1.48M Sell
6,440
-2,249
-26% -$519K 0.01% 248
2021
Q4 		$2.18M Buy
8,689
+27
+0.3% +$6.15K 0.01% 264
2021
Q3 		$1.82M Sell
8,662
-1,851
-18% -$404K 0.01% 266
2021
Q2 		$2.46M Sell
10,513
-4,407
-30% -$1.03M 0.02% 260
2021
Q1 		$3.4M Buy
14,920
+1,161
+8% +$262K 0.03% 223
2020
Q4 		$3.01M Buy
13,759
+391
+3% +$76.9K 0.02% 224
2020
Q3 		$2.53M Sell
13,368
-252
-2% -$46K 0.02% 205
2020
Q2 		$2.38M Sell
13,620
-3,921
-22% -$653K 0.03% 186
2020
Q1 		$2.51M Buy
+17,541
New +$3.09M 0.06% 138

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank Julius Baer & Co's STZ Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 813 shares — an estimated $112K sold.

Bank Julius Baer & Co first reported a position in STZ in Q1 2020 and held it in 24 quarters. The position peaked at $3.4M in Q1 2021. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 813 Constellation Brands shares in Q1 2026, an estimated $112K.
  • Bank Julius Baer & Co first reported a position in Constellation Brands in Q1 2020 and held it in 24 quarters.
  • Bank Julius Baer & Co's Constellation Brands position peaked at $3.4M in Q1 2021.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.