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Corda Investment Management’s Constellation Brands STZ Stock Holding History

Corda 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
Q2 		$19.6M Buy
140,999
+949
+0.7% +$141K 1.2% 31
2026
Q1 		$21M Buy
140,050
+15,694
+13% +$2.42M 1.45% 31
2025
Q4 		$17.2M Sell
124,356
-8,836
-7% -$1.21M 1.25% 31
2025
Q3 		$17.9M Buy
133,192
+4,891
+4% +$778K 1.26% 33
2025
Q2 		$20.9M Buy
128,301
+3,954
+3% +$709K 1.54% 31
2025
Q1 		$22.8M Buy
+124,347
New +$22.6M 1.82% 28

Other funds holding STZ

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corda Investment Management's STZ Position: Q2 2026 in Review

Corda Investment Management increased its Constellation Brands (STZ) stake by 0.68% in Q2 2026, buying an estimated $141K and bringing the position to 140,999 shares worth $19.6M. The position accounts for 1.2% of the portfolio, ranked #31.

Corda Investment Management first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.8M in Q1 2025. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Corda Investment Management held 140,999 shares of Constellation Brands worth $19.6M as of Q2 2026.
  • Corda Investment Management bought 949 Constellation Brands shares in Q2 2026, an estimated $141K.
  • Constellation Brands made up 1.2% of Corda Investment Management's portfolio in Q2 2026, its #31 holding.
  • Corda Investment Management first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • Corda Investment Management's Constellation Brands position peaked at $22.8M in Q1 2025.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Corda Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.