Cidel Asset Management’s Constellation Brands STZ Stock Holding History

Cidel Asset Management’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	$267K	Buy	1,921 +209	+12%	+$31.1K	0.01%	387
2026 Q1	$257K	Buy	+1,712	New	+$264K	0.01%	362
2024 Q4	–	Sell	-785	Closed	-$202K	–	355
2024 Q3	$202K	Buy	+785	New	+$195K	0.01%	336
2022 Q3	–	Sell	-1,495	Closed	-$348K	–	143
2022 Q2	$348K	Hold	1,495	–	–	0.01%	121
2022 Q1	$344K	Hold	1,495	–	–	0.01%	129
2021 Q4	$375K	Hold	1,495	–	–	0.01%	123
2021 Q3	$315K	Hold	1,495	–	–	0.01%	120
2021 Q2	$350K	Buy	1,495 +45	+3%	+$10.6K	0.01%	116
2021 Q1	$331K	Buy	1,450 +20	+1%	+$4.51K	0.02%	113
2020 Q4	$313K	Hold	1,430	–	–	0.02%	100
2020 Q3	$271K	Hold	1,430	–	–	0.02%	105
2020 Q2	$250K	Hold	1,430	–	–	0.01%	103
2020 Q1	$205K	Hold	1,430	–	–	0.01%	99
2019 Q4	$271K	Buy	1,430 +185	+15%	+$34.9K	0.01%	97
2019 Q3	$258K	Buy	+1,245	New	+$250K	0.01%	115

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cidel Asset Management's STZ Position: Q2 2026 in Review

Cidel Asset Management increased its Constellation Brands (STZ) stake by 12% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,921 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #387.

Cidel Asset Management first reported a position in STZ in Q3 2019 and has held it in 15 quarters since. The position peaked at $375K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Cidel Asset Management held 1,921 shares of Constellation Brands worth $267K as of Q2 2026.
Cidel Asset Management bought 209 Constellation Brands shares in Q2 2026, an estimated $31.1K.
Constellation Brands made up 0.01% of Cidel Asset Management's portfolio in Q2 2026, its #387 holding.
Cidel Asset Management first reported a position in Constellation Brands in Q3 2019 and has held it in 15 quarters since.
Cidel Asset Management's Constellation Brands position peaked at $375K in Q4 2021.
1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.