Frank Rimerman Advisors
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Frank Rimerman Advisors’s Constellation Brands STZ Stock Holding History

Frank Rimerman 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
Q3 		– Sell
-1,961
Closed -$273K – 636
2026
Q2 		$273K Sell
1,961
-77
-4% -$11.4K 0.02% 535
2026
Q1 		$306K Sell
2,038
-376
-16% -$58.1K 0.02% 493
2025
Q4 		$333K Buy
2,414
+803
+50% +$110K 0.02% 479
2025
Q3 		$217K Sell
1,611
-278
-15% -$44.2K 0.01% 562
2025
Q2 		$307K Sell
1,889
-492
-21% -$88.2K 0.02% 448
2025
Q1 		$437K Buy
2,381
+659
+38% +$120K 0.03% 340
2024
Q4 		$381K Buy
1,722
+291
+20% +$69.1K 0.03% 364
2024
Q3 		$369K Sell
1,431
-215
-13% -$53.3K 0.03% 384
2024
Q2 		$423K Buy
+1,646
New +$423K 0.03% 371

Other funds holding STZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Frank Rimerman Advisors's STZ Position: Q3 2026 in Review

Frank Rimerman Advisors sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 1,961 shares — an estimated $273K sold.

Frank Rimerman Advisors first reported a position in STZ in Q2 2024 and held it in 9 quarters. The position peaked at $437K in Q1 2025. 526 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Frank Rimerman Advisors reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 1,961 Constellation Brands shares in Q3 2026, an estimated $273K.
  • Frank Rimerman Advisors first reported a position in Constellation Brands in Q2 2024 and held it in 9 quarters.
  • Frank Rimerman Advisors's Constellation Brands position peaked at $437K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.