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 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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Frank Rimerman Advisors's STZ Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Constellation Brands (STZ) stake by 16% in Q1 2026, selling an estimated $58.1K and leaving 2,038 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #493.

Frank Rimerman Advisors first reported a position in STZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $437K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Frank Rimerman Advisors held 2,038 shares of Constellation Brands worth $306K as of Q1 2026.
Frank Rimerman Advisors sold 376 Constellation Brands shares in Q1 2026, an estimated $58.1K.
Constellation Brands made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #493 holding.
Frank Rimerman Advisors first reported a position in Constellation Brands in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's Constellation Brands position peaked at $437K in Q1 2025.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.