Cape Investment Advisory’s Constellation Brands STZ Stock Holding History

Cape Investment Advisory’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	-28	Closed	-$3.83K	–	1082
2025 Q4	$3.83K	Buy	28 +15	+115%	+$2.06K	﹤0.01%	970
2025 Q3	$1.75K	Sell	13 -18	-58%	-$2.86K	﹤0.01%	692
2025 Q2	$4.97K	Buy	31 +2	+7%	+$359	﹤0.01%	753
2025 Q1	$5.41K	Hold	29	–	–	﹤0.01%	731
2024 Q4	$6.5K	Buy	29 +4	+16%	+$950	﹤0.01%	681
2024 Q3	$6.54K	Buy	25 +13	+108%	+$3.22K	﹤0.01%	645
2024 Q2	$3.17K	Hold	12	–	–	﹤0.01%	743
2024 Q1	$3.33K	Hold	12	–	–	﹤0.01%	709
2023 Q4	$2.95K	Hold	12	–	–	﹤0.01%	869
2023 Q3	$3.06K	Hold	12	–	–	﹤0.01%	742
2023 Q2	$2.98K	Hold	12	–	–	﹤0.01%	732
2023 Q1	$2.73K	Buy	+12	New	+$2.67K	﹤0.01%	774

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