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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
Q2 		$301K Buy
2,165
+6
+0.3% +$892 ﹤0.01% 753
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

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 $3.38T AUM 44.17% 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

Curi RMB Capital's STZ Position: Q2 2026 in Review

Curi RMB Capital increased its Constellation Brands (STZ) stake by 0.28% in Q2 2026, buying an estimated $892 and bringing the position to 2,165 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Curi RMB Capital first reported a position in STZ in Q2 2019 and has held it in 14 quarters since. The position peaked at $431K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Curi RMB Capital held 2,165 shares of Constellation Brands worth $301K as of Q2 2026.
  • Curi RMB Capital bought 6 Constellation Brands shares in Q2 2026, an estimated $892.
  • Constellation Brands made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #753 holding.
  • Curi RMB Capital first reported a position in Constellation Brands in Q2 2019 and has held it in 14 quarters since.
  • Curi RMB Capital's Constellation Brands position peaked at $431K in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.