Cerity Partners
STZ icon

Cerity Partners’s Constellation Brands STZ Stock Holding History

Cerity Partners’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 		$4.14M Buy
27,584
+5,265
+24% +$813K 0.01% 1107
2025
Q4 		$3.08M Sell
22,319
-15,075
-40% -$2.07M ﹤0.01% 1163
2025
Q3 		$5.04M Sell
37,394
-30,639
-45% -$4.87M 0.01% 851
2025
Q2 		$11.1M Sell
68,033
-37,020
-35% -$6.64M 0.02% 500
2025
Q1 		$19.3M Sell
105,053
-20,995
-17% -$3.81M 0.04% 340
2024
Q4 		$28.8M Buy
126,048
+4,594
+4% +$1.09M 0.06% 248
2024
Q3 		$31.3M Buy
121,454
+11,856
+11% +$2.94M 0.07% 237
2024
Q2 		$28.2M Sell
109,598
-1,301
-1% -$335K 0.07% 224
2024
Q1 		$30.1M Buy
110,899
+25,158
+29% +$6.37M 0.08% 229
2023
Q4 		$20.7M Buy
85,741
+10,403
+14% +$2.47M 0.07% 238
2023
Q3 		$18.9M Buy
75,338
+2,992
+4% +$781K 0.09% 198
2023
Q2 		$17.8M Sell
72,346
-70
-0.1% -$16.4K 0.07% 248
2023
Q1 		$16.4M Sell
72,416
-6,346
-8% -$1.41M 0.04% 273
2022
Q4 		$18.3M Buy
78,762
+62,766
+392% +$15M 0.12% 182
2022
Q3 		$3.67M Buy
15,996
+28
+0.2% +$6.82K 0.04% 286
2022
Q2 		$3.72M Sell
15,968
-15,753
-50% -$3.83M 0.04% 296
2022
Q1 		$7.3M Buy
31,721
+247
+0.8% +$57K 0.11% 156
2021
Q4 		$7.9M Buy
31,474
+3,556
+13% +$810K 0.12% 149
2021
Q3 		$5.88M Buy
27,918
+2,248
+9% +$491K 0.13% 146
2021
Q2 		$6M Sell
25,670
-520
-2% -$122K 0.13% 142
2021
Q1 		$5.97M Buy
26,190
+24,346
+1,320% +$5.49M 0.14% 136
2020
Q4 		$404K Sell
1,844
-781
-30% -$154K 0.01% 449
2020
Q3 		$497K Buy
2,625
+49
+2% +$8.94K 0.02% 321
2020
Q2 		$451K Sell
2,576
-10,030
-80% -$1.67M 0.02% 292
2020
Q1 		$1.81M Sell
12,606
-549
-4% -$96.9K 0.11% 137
2019
Q4 		$2.5M Sell
13,155
-4,130
-24% -$780K 0.13% 138
2019
Q3 		$3.58M Sell
17,285
-5,924
-26% -$1.19M 0.21% 107
2019
Q2 		$4.57M Buy
23,209
+9,797
+73% +$1.91M 0.29% 87
2019
Q1 		$2.35M Buy
13,412
+11,531
+613% +$1.94M 0.16% 149
2018
Q4 		$302K Sell
1,881
-588
-24% -$117K 0.02% 404
2018
Q3 		$532K Buy
2,469
+759
+44% +$161K 0.04% 320
2018
Q2 		$374K Buy
1,710
+342
+25% +$77.2K 0.03% 382
2018
Q1 		$312K Sell
1,368
-87
-6% -$19.2K 0.02% 424
2017
Q4 		$333K Buy
1,455
+6
+0.4% +$1.3K 0.02% 415
2017
Q3 		$289K Buy
+1,449
New +$287K 0.02% 448
2017
Q2 		– Sell
-1,390
Closed -$225K – 427
2017
Q1 		$225K Buy
+1,390
New +$217K 0.02% 399

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

Cerity Partners's STZ Position: Q1 2026 in Review

Cerity Partners increased its Constellation Brands (STZ) stake by 24% in Q1 2026, buying an estimated $813K and bringing the position to 27,584 shares worth $4.14M. The position accounts for 0.01% of the portfolio, ranked #1107.

Cerity Partners first reported a position in STZ in Q1 2017 and has held it in 36 quarters since. The position peaked at $31.3M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Cerity Partners held 27,584 shares of Constellation Brands worth $4.14M as of Q1 2026.
  • Cerity Partners bought 5,265 Constellation Brands shares in Q1 2026, an estimated $813K.
  • Constellation Brands made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1107 holding.
  • Cerity Partners first reported a position in Constellation Brands in Q1 2017 and has held it in 36 quarters since.
  • Cerity Partners's Constellation Brands position peaked at $31.3M in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.