EIM
STZ icon

Essex Investment Management’s Constellation Brands STZ Stock Holding History

Essex Investment Management’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 		$24.8K Hold
178
– – ﹤0.01% 287
2026
Q1 		$26.7K Hold
178
– – ﹤0.01% 283
2025
Q4 		$24.6K Hold
178
– – ﹤0.01% 287
2025
Q3 		$24K Sell
178
-1,385
-89% -$220K ﹤0.01% 281
2025
Q2 		$254K Hold
1,563
– – 0.05% 182
2025
Q1 		$287K Sell
1,563
-479
-23% -$87K 0.06% 171
2024
Q4 		$451K Hold
2,042
– – 0.08% 161
2024
Q3 		$526K Sell
2,042
-173
-8% -$42.9K 0.09% 161
2024
Q2 		$570K Sell
2,215
-1,367
-38% -$352K 0.11% 161
2024
Q1 		$973K Sell
3,582
-2,422
-40% -$613K 0.19% 146
2023
Q4 		$1.45M Sell
6,004
-1,106
-16% -$263K 0.29% 128
2023
Q3 		$1.79M Sell
7,110
-34
-0.5% -$8.88K 0.29% 117
2023
Q2 		$1.76M Sell
7,144
-960
-12% -$225K 0.25% 145
2023
Q1 		$1.83M Sell
8,104
-1,313
-14% -$292K 0.27% 125
2022
Q4 		$2.18M Sell
9,417
-155
-2% -$37.1K 0.34% 93
2022
Q3 		$2.2M Hold
9,572
– – 0.35% 91
2022
Q2 		$2.23M Sell
9,572
-242
-2% -$58.9K 0.36% 81
2022
Q1 		$2.26M Buy
9,814
+4
+0% +$924 0.28% 110
2021
Q4 		$2.46M Sell
9,810
-7,577
-44% -$1.73M 0.28% 109
2021
Q3 		$3.66M Sell
17,387
-69
-0.4% -$15.1K 0.45% 60
2021
Q2 		$4.08M Buy
17,456
+1,178
+7% +$277K 0.47% 65
2021
Q1 		$3.71M Sell
16,278
-1,026
-6% -$231K 0.45% 62
2020
Q4 		$3.79M Buy
17,304
+5,702
+49% +$1.12M 0.47% 63
2020
Q3 		$2.2M Sell
11,602
-155
-1% -$28.3K 0.31% 104
2020
Q2 		$2.06M Buy
11,757
+2,033
+21% +$339K 0.34% 84
2020
Q1 		$1.39M Buy
+9,724
New +$1.72M 0.28% 112

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 $3.37T AUM 44.26% 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

Essex Investment Management's STZ Position: Q2 2026 in Review

Essex Investment Management held its Constellation Brands (STZ) position steady in Q2 2026 at 178 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Essex Investment Management first reported a position in STZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.08M in Q2 2021. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Essex Investment Management held 178 shares of Constellation Brands worth $24.8K as of Q2 2026.
  • Essex Investment Management left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Essex Investment Management's portfolio in Q2 2026, its #287 holding.
  • Essex Investment Management first reported a position in Constellation Brands in Q1 2020 and has held it in 26 quarters since.
  • Essex Investment Management's Constellation Brands position peaked at $4.08M in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Essex Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.