EP Wealth Advisors’s Constellation Brands STZ Stock Holding History

EP Wealth Advisors’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	$21.2M	Buy	141,666 +8,211	+6%	+$1.27M	0.1%	131
2025 Q4	$18.4M	Buy	+133,455	New	+$18.3M	0.1%	140
2025 Q2	$19.9M	Buy	122,187 +116,275	+1,967%	+$20.9M	0.13%	128
2025 Q1	$1.08M	Buy	+5,912	New	+$1.07M	0.01%	482
2024 Q4	–	Sell	-805	Closed	-$207K	–	1316
2024 Q3	$207K	Buy	+805	New	+$200K	﹤0.01%	1030
2022 Q3	–	Sell	-2,856	Closed	-$666K	–	610
2022 Q2	$666K	Buy	2,856 +1,989	+229%	+$484K	0.02%	320
2022 Q1	$200K	Buy	+867	New	+$200K	﹤0.01%	574

Other funds holding STZ

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $141B AUM 30.34% 1-Year Est. Return