EP
STZ icon

Edgestream Partners’s Constellation Brands STZ Stock Holding History

Edgestream Partners’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 		$334K Buy
+2,225
New +$344K 0.01% 788
2025
Q2 		– Sell
-44,360
Closed -$8.14M – 1058
2025
Q1 		$8.14M Buy
+44,360
New +$8.06M 0.28% 86
2024
Q3 		– Sell
-1,075
Closed -$277K – 1069
2024
Q2 		$277K Sell
1,075
-86
-7% -$22.1K 0.01% 759
2024
Q1 		$316K Sell
1,161
-77
-6% -$19.5K 0.02% 710
2023
Q4 		$299K Sell
1,238
-1,671
-57% -$397K 0.02% 723
2023
Q3 		$731K Buy
2,909
+1,174
+68% +$306K 0.06% 494
2023
Q2 		$427K Buy
+1,735
New +$406K 0.04% 560
2022
Q4 		– Sell
-1,380
Closed -$317K – 632
2022
Q3 		$317K Buy
+1,380
New +$336K 0.02% 392
2021
Q2 		– Sell
-8,584
Closed -$1.96M – 527
2021
Q1 		$1.96M Sell
8,584
-8,585
-50% -$1.93M 0.11% 243
2020
Q4 		$3.76M Sell
17,169
-8,823
-34% -$1.73M 0.19% 158
2020
Q3 		$4.93M Buy
+25,992
New +$4.74M 0.32% 102
2018
Q3 		– Sell
-1,892
Closed -$414K – 330
2018
Q2 		$414K Buy
+1,892
New +$427K 0.08% 205
2018
Q1 		– Sell
-3,314
Closed -$757K – 262
2017
Q4 		$757K Sell
3,314
-14,023
-81% -$3.03M 0.91% 27
2017
Q3 		$3.46M Buy
+17,337
New +$3.43M 1.84% 10
2017
Q2 		– Sell
-32,043
Closed -$5.19M – 151
2017
Q1 		$5.19M Buy
32,043
+28,416
+783% +$4.43M 2.29% 9
2016
Q4 		$556K Sell
3,627
-5,201
-59% -$826K 1.15% 26
2016
Q3 		$1.47M Buy
+8,828
New +$1.46M 0.81% 33
2014
Q4 		– Sell
-2,844
Closed -$248K – 82
2014
Q3 		$248K Sell
2,844
-924
-25% -$80.3K 0.22% 70
2014
Q2 		$332K Buy
+3,768
New +$311K 0.21% 65

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

Edgestream Partners's STZ Position: Q1 2026 in Review

Edgestream Partners opened a new position in Constellation Brands (STZ) in Q1 2026: 2,225 shares worth $334K. The stake represents 0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in STZ as recently as Q1 2025.

Edgestream Partners first reported a position in STZ in Q2 2014 and has held it in 19 quarters since. The position peaked at $8.14M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Edgestream Partners held 2,225 shares of Constellation Brands worth $334K as of Q1 2026.
  • Constellation Brands was a new Edgestream Partners position in Q1 2026.
  • Constellation Brands made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #788 holding.
  • Edgestream Partners first reported a position in Constellation Brands in Q2 2014 and has held it in 19 quarters since.
  • Edgestream Partners's Constellation Brands position peaked at $8.14M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.