BCI
STZ icon

Brinker Capital Investments’s Constellation Brands STZ Stock Holding History

Brinker Capital Investments’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 		$945K Sell
6,303
-2,854
-31% -$441K 0.01% 1137
2025
Q4 		$1.26M Buy
9,157
+2,804
+44% +$385K 0.01% 1109
2025
Q3 		$856K Sell
6,353
-319
-5% -$50.7K 0.01% 1302
2025
Q2 		$1.09M Buy
6,672
+638
+11% +$114K 0.01% 1151
2025
Q1 		$1.11M Buy
6,034
+635
+12% +$115K 0.01% 1029
2024
Q4 		$1.19M Buy
5,399
+109
+2% +$25.9K 0.01% 952
2024
Q3 		$1.36M Buy
5,290
+37
+0.7% +$9.17K 0.01% 884
2024
Q2 		$1.35M Buy
5,253
+1,577
+43% +$406K 0.01% 837
2024
Q1 		$999K Buy
3,676
+39
+1% +$9.87K 0.01% 984
2023
Q4 		$909K Sell
3,637
-413
-10% -$98.2K 0.01% 993
2023
Q3 		$1.02M Sell
4,050
-38
-0.9% -$9.92K 0.01% 927
2023
Q2 		$1.01M Buy
4,088
+554
+16% +$130K 0.01% 956
2023
Q1 		$798K Sell
3,534
-819
-19% -$182K 0.01% 971
2022
Q4 		$1.01M Sell
4,353
-429
-9% -$103K 0.02% 726
2022
Q3 		$1.1M Sell
4,782
-653
-12% -$159K 0.02% 675
2022
Q2 		$1.27M Sell
5,435
-45
-0.8% -$11K 0.02% 655
2022
Q1 		$1.26M Sell
5,480
-284
-5% -$65.6K 0.02% 709
2021
Q4 		$1.45M Buy
5,764
+2,477
+75% +$564K 0.02% 682
2021
Q3 		$769K Hold
3,287
– – 0.01% 850
2021
Q2 		$769K Buy
3,287
+207
+7% +$48.6K 0.01% 904
2021
Q1 		$702K Buy
+3,080
New +$694K 0.01% 802
2020
Q4 		– Sell
-2,756
Closed -$522K – 1188
2020
Q3 		$522K Buy
+2,756
New +$503K 0.01% 898

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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Brinker Capital Investments's STZ Position: Q1 2026 in Review

Brinker Capital Investments reduced its Constellation Brands (STZ) stake by 31% in Q1 2026, selling an estimated $441K and leaving 6,303 shares worth $945K. The position accounts for 0.01% of the portfolio, ranked #1137.

Brinker Capital Investments first reported a position in STZ in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.45M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Brinker Capital Investments held 6,303 shares of Constellation Brands worth $945K as of Q1 2026.
  • Brinker Capital Investments sold 2,854 Constellation Brands shares in Q1 2026, an estimated $441K.
  • Constellation Brands made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1137 holding.
  • Brinker Capital Investments first reported a position in Constellation Brands in Q3 2020 and has held it in 22 quarters since.
  • Brinker Capital Investments's Constellation Brands position peaked at $1.45M in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.