Cambiar Investors’s Constellation Brands STZ Stock Holding History

Cambiar 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	$40.3M	Buy	268,528 +21,756	+9%	+$3.36M	1.87%	24
2025 Q4	$34M	Buy	246,772 +19,554	+9%	+$2.68M	1.52%	34
2025 Q3	$30.6M	Buy	227,218 +48,954	+27%	+$7.79M	1.39%	34
2025 Q2	$29M	Buy	178,264 +1,852	+1%	+$332K	1.22%	35
2025 Q1	$32.4M	Buy	176,412 +24,700	+16%	+$4.49M	1.37%	33
2024 Q4	$33.5M	Sell	151,712 -59,259	-28%	-$14.1M	1.33%	34
2024 Q3	$54.4M	Buy	210,971 +375	+0.2%	+$93K	2.09%	15
2024 Q2	$54.2M	Sell	210,596 -4,140	-2%	-$1.06M	2.12%	14
2024 Q1	$58.4M	Buy	214,736 +1,516	+0.7%	+$384K	2.17%	9
2023 Q4	$51.5M	Sell	213,220 -1,612	-0.8%	-$383K	2.03%	14
2023 Q3	$54M	Sell	214,832 -3,239	-1%	-$846K	2.3%	3
2023 Q2	$53.7M	Sell	218,071 -3,214	-1%	-$752K	2.27%	3
2023 Q1	$50M	Buy	221,285 +13,167	+6%	+$2.93M	2.15%	5
2022 Q4	$48.2M	Buy	208,118 +14,184	+7%	+$3.39M	2.2%	9
2022 Q3	$44.5M	Sell	193,934 -21,792	-10%	-$5.31M	2.24%	4
2022 Q2	$50.3M	Sell	215,726 -6,988	-3%	-$1.7M	2.24%	6
2022 Q1	$51.3M	Buy	222,714 +67,495	+43%	+$15.6M	1.93%	19
2021 Q4	$39M	Buy	+155,219	New	+$35.4M	1.34%	33

Other funds holding STZ

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $141B AUM 30.34% 1-Year Est. Return