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Cresset Asset Management’s Constellation Brands STZ Stock Holding History

Cresset 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 		$6.04M Sell
40,286
-2,126
-5% -$328K 0.03% 336
2025
Q4 		$5.85M Buy
42,412
+39,130
+1,192% +$5.37M 0.02% 341
2025
Q3 		$442K Sell
3,282
-45,138
-93% -$7.18M ﹤0.01% 1079
2025
Q2 		$7.88M Sell
48,420
-3,281
-6% -$589K 0.04% 258
2025
Q1 		$9.49M Buy
51,701
+45,939
+797% +$8.35M 0.05% 231
2024
Q4 		$1.27M Sell
5,762
-10,073
-64% -$2.39M 0.01% 703
2024
Q3 		$4.08M Sell
15,835
-100
-0.6% -$24.8K 0.02% 502
2024
Q2 		$4.1M Buy
15,935
+3,320
+26% +$854K 0.02% 477
2024
Q1 		$3.43M Buy
12,615
+2,316
+22% +$586K 0.02% 454
2023
Q4 		$2.49M Buy
10,299
+543
+6% +$129K 0.01% 492
2023
Q3 		$2.45M Buy
9,756
+265
+3% +$69.2K 0.01% 480
2023
Q2 		$2.34M Buy
9,491
+7,325
+338% +$1.71M ﹤0.01% 603
2023
Q1 		$489K Buy
+2,166
New +$482K 0.01% 494
2022
Q4 		– Sell
-2,067
Closed -$476K – 873
2022
Q3 		$476K Sell
2,067
-869
-30% -$212K 0.01% 526
2022
Q2 		$601K Buy
2,936
+1,007
+52% +$245K 0.01% 502
2022
Q1 		$444K Sell
1,929
-440
-19% -$102K ﹤0.01% 639
2021
Q4 		$595K Buy
2,369
+415
+21% +$94.6K 0.01% 642
2021
Q3 		$412K Buy
1,954
+108
+6% +$23.6K 0.01% 705
2021
Q2 		$431K Sell
1,846
-135
-7% -$31.7K 0.01% 611
2021
Q1 		$451K Buy
1,981
+288
+17% +$64.9K 0.01% 513
2020
Q4 		$371K Sell
1,693
-175
-9% -$34.4K 0.01% 490
2020
Q3 		$354K Buy
1,868
+134
+8% +$24.4K 0.01% 467
2020
Q2 		$303K Buy
+1,734
New +$289K 0.01% 459
2019
Q4 		– Sell
-2,562
Closed -$531K – 645
2019
Q3 		$531K Buy
2,562
+169
+7% +$33.9K 0.02% 261
2019
Q2 		$471K Sell
2,393
-697
-23% -$136K 0.01% 256
2019
Q1 		$542K Buy
3,090
+2,030
+192% +$342K 0.02% 176
2018
Q4 		$170K Buy
+1,060
New +$211K 0.01% 237

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

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

Cresset Asset Management reduced its Constellation Brands (STZ) stake by 5% in Q1 2026, selling an estimated $328K and leaving 40,286 shares worth $6.04M. The position accounts for 0.03% of the portfolio, ranked #336.

Cresset Asset Management first reported a position in STZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.49M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Cresset Asset Management held 40,286 shares of Constellation Brands worth $6.04M as of Q1 2026.
  • Cresset Asset Management sold 2,126 Constellation Brands shares in Q1 2026, an estimated $328K.
  • Constellation Brands made up 0.03% of Cresset Asset Management's portfolio in Q1 2026, its #336 holding.
  • Cresset Asset Management first reported a position in Constellation Brands in Q4 2018 and has held it in 27 quarters since.
  • Cresset Asset Management's Constellation Brands position peaked at $9.49M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.