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Clio Asset Management’s Constellation Brands STZ Stock Holding History

Clio 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
Q1 		– Sell
-1,000
Closed -$138K – 19
2025
Q4 		$138K Hold
1,000
– – 0.11% 14
2025
Q3 		$135K Hold
1,000
– – 0.1% 14
2025
Q2 		$163K Hold
1,000
– – 0.13% 15
2025
Q1 		$184K Sell
1,000
-1,000
-50% -$182K 0.15% 14
2024
Q4 		$442K Buy
+2,000
New +$475K 0.33% 15

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

Clio Asset Management's STZ Position: Q1 2026 in Review

Clio Asset Management sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 1,000 shares — an estimated $138K sold.

Clio Asset Management first reported a position in STZ in Q4 2024 and held it in 5 quarters. The position peaked at $442K in Q4 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Clio Asset Management reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
  • Clio Asset Management sold 1,000 Constellation Brands shares in Q1 2026, an estimated $138K.
  • Clio Asset Management first reported a position in Constellation Brands in Q4 2024 and held it in 5 quarters.
  • Clio Asset Management's Constellation Brands position peaked at $442K in Q4 2024.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Clio Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.