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 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

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

Charter Research & Investment Group's STZ Position: Q1 2026 in Review

Charter Research & Investment Group increased its Constellation Brands (STZ) stake by 1.4% in Q1 2026, buying an estimated $3.09K and bringing the position to 1,471 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #83.

Charter Research & Investment Group first reported a position in STZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $635K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Charter Research & Investment Group held 1,471 shares of Constellation Brands worth $221K as of Q1 2026.
Charter Research & Investment Group bought 20 Constellation Brands shares in Q1 2026, an estimated $3.09K.
Constellation Brands made up 0.15% of Charter Research & Investment Group's portfolio in Q1 2026, its #83 holding.
Charter Research & Investment Group first reported a position in Constellation Brands in Q4 2021 and has held it in 18 quarters since.
Charter Research & Investment Group's Constellation Brands position peaked at $635K in Q3 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.