CI Investments Inc
STZ icon

CI Investments Inc’s Constellation Brands STZ Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-680
Closed -$92K – 1181
2025
Q3 		$92K Buy
680
+46
+7% +$7.32K ﹤0.01% 897
2025
Q2 		$103K Buy
634
+79
+14% +$14.2K ﹤0.01% 900
2025
Q1 		$102K Sell
555
-23
-4% -$4.18K ﹤0.01% 905
2024
Q4 		$128K Sell
578
-2,479
-81% -$589K ﹤0.01% 876
2024
Q3 		$788K Buy
3,057
+316
+12% +$78.3K ﹤0.01% 429
2024
Q2 		$705K Sell
2,741
-34
-1% -$8.74K ﹤0.01% 432
2024
Q1 		$754K Buy
2,775
+361
+15% +$91.3K ﹤0.01% 425
2023
Q4 		$584K Buy
2,414
+508
+27% +$121K ﹤0.01% 424
2023
Q3 		$479K Buy
1,906
+53
+3% +$13.8K ﹤0.01% 440
2023
Q2 		$456K Sell
1,853
-78
-4% -$18.3K ﹤0.01% 477
2023
Q1 		$436K Buy
1,931
+97
+5% +$21.6K ﹤0.01% 453
2022
Q4 		$425K Buy
1,834
+11
+0.6% +$2.63K ﹤0.01% 461
2022
Q3 		$419K Buy
1,823
+149
+9% +$36.3K ﹤0.01% 442
2022
Q2 		$390K Sell
1,674
-1,367
-45% -$333K ﹤0.01% 495
2022
Q1 		$700K Buy
3,041
+55
+2% +$12.7K ﹤0.01% 488
2021
Q4 		$749K Sell
2,986
-432
-13% -$98.4K ﹤0.01% 516
2021
Q3 		$720K Sell
3,418
-49
-1% -$10.7K ﹤0.01% 506
2021
Q2 		$811K Buy
3,467
+1,355
+64% +$318K ﹤0.01% 509
2021
Q1 		$482K Sell
2,112
-841
-28% -$190K ﹤0.01% 561
2020
Q4 		$647K Buy
2,953
+1,810
+158% +$356K ﹤0.01% 438
2020
Q3 		$217K Buy
+1,143
New +$208K ﹤0.01% 563
2020
Q1 		– Sell
-262
Closed -$50K – 624
2019
Q4 		$50K Sell
262
-685
-72% -$129K ﹤0.01% 591
2019
Q3 		$196K Sell
947
-92,586
-99% -$18.6M ﹤0.01% 536
2019
Q2 		$18.3M Buy
+93,533
New +$18.3M 0.1% 169
2019
Q1 		– Sell
-600
Closed -$96K – 365
2018
Q4 		$96K Sell
600
-243,960
-100% -$48.5M ﹤0.01% 314
2018
Q3 		$52.7M Buy
244,560
+72,493
+42% +$15.4M 0.39% 78
2018
Q2 		$37.7M Buy
+172,067
New +$38.9M 0.3% 100

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CI Investments Inc's STZ Position: Q4 2025 in Review

CI Investments Inc sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 680 shares — an estimated $92K sold.

CI Investments Inc first reported a position in STZ in Q2 2018 and held it in 27 quarters. The position peaked at $52.7M in Q3 2018. 1,042 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • CI Investments Inc reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 680 Constellation Brands shares in Q4 2025, an estimated $92K.
  • CI Investments Inc first reported a position in Constellation Brands in Q2 2018 and held it in 27 quarters.
  • CI Investments Inc's Constellation Brands position peaked at $52.7M in Q3 2018.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.