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Elo Mutual Pension Insurance’s Constellation Brands STZ Stock Holding History

Elo Mutual Pension Insurance’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 		$2.43M Sell
16,178
-1,021
-6% -$158K 0.04% 318
2025
Q4 		$2.37M Buy
17,199
+370
+2% +$50.8K 0.04% 341
2025
Q3 		$2.27M Buy
16,829
+2,683
+19% +$427K 0.04% 338
2025
Q2 		$2.3M Buy
+14,146
New +$2.54M 0.05% 294
2025
Q1 		– Sell
-16,494
Closed -$3.65M – 687
2024
Q4 		$3.65M Buy
16,494
+2,020
+14% +$480K 0.08% 237
2024
Q3 		$3.73M Buy
14,474
+267
+2% +$66.2K 0.08% 219
2024
Q2 		$3.66M Buy
14,207
+564
+4% +$145K 0.09% 191
2024
Q1 		$3.71M Sell
13,643
-789
-5% -$200K 0.09% 214
2023
Q4 		$3.49M Buy
14,432
+625
+5% +$149K 0.09% 193
2023
Q3 		$3.47M Buy
13,807
+142
+1% +$37.1K 0.11% 160
2023
Q2 		$3.36M Buy
13,665
+411
+3% +$96.2K 0.1% 177
2023
Q1 		$2.99M Buy
13,254
+919
+7% +$205K 0.1% 186
2022
Q4 		$2.86M Buy
12,335
+111
+0.9% +$26.6K 0.1% 188
2022
Q3 		$2.81M Sell
12,224
-730
-6% -$178K 0.11% 168
2022
Q2 		$3.02M Buy
12,954
+35
+0.3% +$8.52K 0.1% 170
2022
Q1 		$2.98M Sell
12,919
-3
-0% -$693 0.09% 207
2021
Q4 		$3.24M Buy
12,922
+1,015
+9% +$231K 0.09% 185
2021
Q3 		$2.51M Hold
11,907
– – 0.08% 203
2021
Q2 		$2.79M Sell
11,907
-322
-3% -$75.6K 0.09% 189
2021
Q1 		$2.79M Buy
12,229
+283
+2% +$63.8K 0.09% 177
2020
Q4 		$2.62M Buy
+11,946
New +$2.35M 0.09% 172

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

Elo Mutual Pension Insurance's STZ Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Constellation Brands (STZ) stake by 5.9% in Q1 2026, selling an estimated $158K and leaving 16,178 shares worth $2.43M. The position accounts for 0.04% of the portfolio, ranked #318.

Elo Mutual Pension Insurance first reported a position in STZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.73M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Elo Mutual Pension Insurance held 16,178 shares of Constellation Brands worth $2.43M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 1,021 Constellation Brands shares in Q1 2026, an estimated $158K.
  • Constellation Brands made up 0.04% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #318 holding.
  • Elo Mutual Pension Insurance first reported a position in Constellation Brands in Q4 2020 and has held it in 21 quarters since.
  • Elo Mutual Pension Insurance's Constellation Brands position peaked at $3.73M in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.