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Charter Research & Investment Group’s Constellation Brands STZ Stock Holding History

Charter Research & Investment Group’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
Q2 		$205K Hold
1,471
– – 0.12% 91
2026
Q1 		$221K Buy
1,471
+20
+1% +$3.09K 0.15% 83
2025
Q4 		$200K Sell
1,451
-190
-12% -$26.1K 0.13% 84
2025
Q3 		$221K Sell
1,641
-80
-5% -$12.7K 0.15% 81
2025
Q2 		$280K Sell
1,721
-315
-15% -$56.5K 0.21% 71
2025
Q1 		$374K Hold
2,036
– – 0.29% 64
2024
Q4 		$450K Sell
2,036
-430
-17% -$102K 0.34% 59
2024
Q3 		$635K Buy
2,466
+100
+4% +$24.8K 0.47% 52
2024
Q2 		$609K Buy
2,366
+335
+16% +$86.2K 0.48% 51
2024
Q1 		$552K Buy
2,031
+210
+12% +$53.1K 0.44% 56
2023
Q4 		$440K Sell
1,821
-50
-3% -$11.9K 0.37% 61
2023
Q3 		$470K Hold
1,871
– – 0.42% 56
2023
Q2 		$461K Hold
1,871
– – 0.38% 58
2023
Q1 		$423K Hold
1,871
– – 0.37% 59
2022
Q4 		$434K Sell
1,871
-34
-2% -$8.14K 0.42% 53
2022
Q3 		$438K Hold
1,905
– – 0.44% 51
2022
Q2 		$444K Buy
1,905
+195
+11% +$47.5K 0.4% 53
2022
Q1 		$394K Buy
1,710
+680
+66% +$157K 0.32% 64
2021
Q4 		$258K Buy
+1,030
New +$235K 0.2% 74

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charter Research & Investment Group's STZ Position: Q2 2026 in Review

Charter Research & Investment Group held its Constellation Brands (STZ) position steady in Q2 2026 at 1,471 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #91.

Charter Research & Investment Group first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $635K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Charter Research & Investment Group held 1,471 shares of Constellation Brands worth $205K as of Q2 2026.
  • Charter Research & Investment Group left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.12% of Charter Research & Investment Group's portfolio in Q2 2026, its #91 holding.
  • Charter Research & Investment Group first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • Charter Research & Investment Group's Constellation Brands position peaked at $635K in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.