Brown, Lisle/Cummings’s Constellation Brands STZ Stock Holding History

Brown, Lisle/Cummings’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	$324K	Buy	2,162 +17	+0.8%	+$2.63K	0.08%	185
2025 Q4	$296K	Hold	2,145	–	–	0.07%	189
2025 Q3	$289K	Sell	2,145 -1	-0%	-$159	0.07%	183
2025 Q2	$349K	Hold	2,146	–	–	0.09%	172
2025 Q1	$394K	Buy	2,146 +1	+0%	+$182	0.11%	167
2024 Q4	$474K	Hold	2,145	–	–	0.14%	144
2024 Q3	$553K	Hold	2,145	–	–	0.17%	125
2024 Q2	$552K	Hold	2,145	–	–	0.18%	123
2024 Q1	$583K	Hold	2,145	–	–	0.2%	114
2023 Q4	$519K	Hold	2,145	–	–	0.19%	117
2023 Q3	$539K	Buy	2,145 +125	+6%	+$32.6K	0.24%	92
2023 Q2	$497K	Hold	2,020	–	–	0.22%	107
2023 Q1	$456K	Buy	2,020 +50	+3%	+$11.1K	0.23%	107
2022 Q4	$457K	Hold	1,970	–	–	0.25%	103
2022 Q3	$452K	Hold	1,970	–	–	0.26%	93
2022 Q2	$459K	Buy	1,970 +200	+11%	+$48.7K	0.25%	95
2022 Q1	$408K	Buy	1,770 +20	+1%	+$4.62K	0.2%	113
2021 Q4	$439K	Buy	+1,750	New	+$399K	0.22%	104

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

Brown, Lisle/Cummings's STZ Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Constellation Brands (STZ) stake by 0.79% in Q1 2026, buying an estimated $2.63K and bringing the position to 2,162 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #185.

Brown, Lisle/Cummings first reported a position in STZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $583K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Brown, Lisle/Cummings held 2,162 shares of Constellation Brands worth $324K as of Q1 2026.
Brown, Lisle/Cummings bought 17 Constellation Brands shares in Q1 2026, an estimated $2.63K.
Constellation Brands made up 0.08% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #185 holding.
Brown, Lisle/Cummings first reported a position in Constellation Brands in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's Constellation Brands position peaked at $583K in Q1 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.