Curi RMB Capital’s Constellation Brands STZ Stock Holding History

Curi RMB Capital’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	$324K	Buy	2,159 +58	+3%	+$8.96K	0.01%	707
2025 Q4	$290K	Buy	2,101 +16	+0.8%	+$2.19K	0.01%	762
2025 Q3	$281K	Sell	2,085 -239	-10%	-$38K	0.01%	617
2025 Q2	$378K	Buy	+2,324	New	+$417K	0.01%	551
2025 Q1	–	Sell	-1,287	Closed	-$284K	–	541
2024 Q4	$284K	Sell	1,287 -387	-23%	-$91.9K	0.01%	467
2024 Q3	$431K	Buy	1,674 +391	+30%	+$96.9K	0.01%	444
2024 Q2	$330K	Sell	1,283 -6	-0.5%	-$1.54K	0.01%	463
2024 Q1	$350K	Sell	1,289 -254	-16%	-$64.3K	0.01%	479
2023 Q4	$373K	Buy	1,543 +194	+14%	+$46.1K	0.01%	419
2023 Q3	$339K	Buy	1,349 +6	+0.4%	+$1.57K	0.01%	415
2023 Q2	$331K	Buy	+1,343	New	+$314K	0.01%	419
2019 Q4	–	Sell	-1,286	Closed	-$266K	–	738
2019 Q3	$266K	Buy	1,286 +30	+2%	+$6.02K	0.01%	608
2019 Q2	$248K	Buy	+1,256	New	+$245K	0.01%	660

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Curi RMB Capital's STZ Position: Q1 2026 in Review

Curi RMB Capital increased its Constellation Brands (STZ) stake by 2.8% in Q1 2026, buying an estimated $8.96K and bringing the position to 2,159 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #707.

Curi RMB Capital first reported a position in STZ in Q2 2019 and has held it in 13 quarters since. The position peaked at $431K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Curi RMB Capital held 2,159 shares of Constellation Brands worth $324K as of Q1 2026.
Curi RMB Capital bought 58 Constellation Brands shares in Q1 2026, an estimated $8.96K.
Constellation Brands made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #707 holding.
Curi RMB Capital first reported a position in Constellation Brands in Q2 2019 and has held it in 13 quarters since.
Curi RMB Capital's Constellation Brands position peaked at $431K in Q3 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.