CIM
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CIM Investment Management’s Constellation Brands STZ Stock Holding History

CIM Investment 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
Q1 		$868K Sell
5,788
-24
-0.4% -$3.71K 0.23% 71
2025
Q4 		$802K Hold
5,812
– – 0.21% 82
2025
Q3 		$783K Sell
5,812
-5,933
-51% -$944K 0.21% 80
2025
Q2 		$2.25M Buy
11,745
+5,860
+100% +$1.05M 0.43% 44
2025
Q1 		$1.08M Buy
5,885
+3
+0.1% +$545 0.25% 52
2024
Q4 		$1.3M Buy
5,882
+14
+0.2% +$3.33K 0.38% 44
2024
Q3 		$1.51M Sell
5,868
-117
-2% -$29K 0.45% 36
2024
Q2 		$1.54M Sell
5,985
-37
-0.6% -$9.52K 0.47% 32
2024
Q1 		$1.64M Hold
6,022
– – 0.49% 30
2023
Q4 		$1.46M Hold
6,022
– – 0.47% 30
2023
Q3 		$1.51M Sell
6,022
-112
-2% -$29.2K 0.55% 23
2023
Q2 		$1.51M Buy
6,134
+22
+0.4% +$5.15K 0.51% 27
2023
Q1 		$1.38M Buy
6,112
+3,955
+183% +$880K 0.51% 26
2022
Q4 		$500K Sell
2,157
-57
-3% -$13.6K 0.2% 111
2022
Q3 		$509K Hold
2,214
– – 0.23% 99
2022
Q2 		$516K Sell
2,214
-12
-0.5% -$2.92K 0.21% 104
2022
Q1 		$513K Sell
2,226
-3
-0.1% -$693 0.17% 120
2021
Q4 		$559K Sell
2,229
-40
-2% -$9.12K 0.17% 129
2021
Q3 		$478K Sell
2,269
-13
-0.6% -$2.84K 0.15% 139
2021
Q2 		$534K Sell
2,282
-2,317
-50% -$544K 0.17% 132
2021
Q1 		$1.05M Sell
4,599
-174
-4% -$39.2K 0.33% 50
2020
Q4 		$1.05M Sell
4,773
-77
-2% -$15.1K 0.34% 52
2020
Q3 		$919K Sell
4,850
-51
-1% -$9.3K 0.35% 50
2020
Q2 		$857K Hold
4,901
– – 0.35% 49
2020
Q1 		$703K Sell
4,901
-434
-8% -$76.6K 0.34% 55
2019
Q4 		$1.01M Buy
5,335
+2,759
+107% +$521K 0.4% 45
2019
Q3 		$534K Buy
+2,576
New +$517K 0.2% 116
2017
Q3 		– Sell
-4,221
Closed -$818K – 355
2017
Q2 		$818K Sell
4,221
-67
-2% -$11.9K 0.29% 76
2017
Q1 		$695K Buy
+4,288
New +$668K 0.24% 94

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

CIM Investment Management's STZ Position: Q1 2026 in Review

CIM Investment Management reduced its Constellation Brands (STZ) stake by 0.41% in Q1 2026, selling an estimated $3.71K and leaving 5,788 shares worth $868K. The position accounts for 0.23% of the portfolio, ranked #71.

CIM Investment Management first reported a position in STZ in Q1 2017 and has held it in 29 quarters since. The position peaked at $2.25M in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • CIM Investment Management held 5,788 shares of Constellation Brands worth $868K as of Q1 2026.
  • CIM Investment Management sold 24 Constellation Brands shares in Q1 2026, an estimated $3.71K.
  • Constellation Brands made up 0.23% of CIM Investment Management's portfolio in Q1 2026, its #71 holding.
  • CIM Investment Management first reported a position in Constellation Brands in Q1 2017 and has held it in 29 quarters since.
  • CIM Investment Management's Constellation Brands position peaked at $2.25M in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.